Jeffrey Rogers
Analyst-Equity chez BMO Asset Management Corp.
Provenance du réseau au premier degré de Jeffrey Rogers
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Arizona State University
120
| College/University | Other Consumer Services | 120 |
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.
46
| Subsidiary | Investment Managers | 46 |
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals.
38
| Extinct | Investment Managers | 38 |
Marquette University
38
| College/University | Other Consumer Services | 38 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jeffrey Rogers via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Investment Committee Member Corporate Officer/Principal | |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Investment Managers | Analyst-Equity Analyst-Equity | |
| WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal Consultant / Advisor | |
Brandes Investment Partners LP
 Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Investment Managers | Portfolio Manager-Equities | |
| FLUOR CORPORATION | Engineering & Construction | Director/Board Member | |
| NEW ENERGY SYSTEMS GROUP. | Electrical Products | Corporate Officer/Principal Corporate Officer/Principal | |
NEXT Financial Group, Inc.
 NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
Securian Financial Services, Inc.
 Securian Financial Services, Inc. Investment ManagersFinance Securian Financial Services, Inc. engages in the provision of securities and investment advisory services. The company was founded on March 27, 1984 and is headquartered in Roseville, MN. | Investment Managers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
Iplaymusic, Inc.
 Iplaymusic, Inc. Internet Software/ServicesTechnology Services Iplaymusic, Inc. operates as a music player. The private company is based in Menlo Park, CA. The company was founded by Stewart Putney. | Internet Software/Services | Founder | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
Loews Corp. (Investment Portfolio)
 Loews Corp. (Investment Portfolio) Investment ManagersFinance Loews Corp. (Investment Portfolio) (Loews-IP) is the investment portfolio division of Loews Corp. (NYSE: L), a diversified holding company headquartered in New York City. Founded in 1954, Loews-IP manages the investment portfolio of the group. | Investment Managers | Portfolio Manager-Fixed Income | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| George Washington University | College/University | Undergraduate Degree | |
Minnesota Life Insurance Co.
 Minnesota Life Insurance Co. Multi-Line InsuranceFinance Minnesota Life Insurance Co. engages in provision of health and life insurance services. It offers financial security for individuals and businesses in the form of insurance, pensions and investments. It also offers financial, retirement, group insurance and asset management services. The company is founded in 1880 and is headquartered in St. Paul, Minnesota. | Multi-Line Insurance | Corporate Officer/Principal | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Masters Business Admin Masters Business Admin | |
| CHINA FINANCE, INC. | Wholesale Distributors | Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| University of Arizona | College/University | Graduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Masters Business Admin Graduate Degree | |
| Valparaiso University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Blue Cross & Blue Shield of Kansas City
 Blue Cross & Blue Shield of Kansas City Multi-Line InsuranceFinance Blue Cross & Blue Shield of Kansas City provides health insurance products and related services. The company's services include individual & family plans, group health insurance plans, and prescription drug list. It offers its services in Kansas and Northwest Missouri. The company was founded in 1983 and is headquartered in Kansas City, MO. | Multi-Line Insurance | Corporate Officer/Principal | |
| Western International University, Inc. | College/University | Graduate Degree | |
Brean Capital LLC
 Brean Capital LLC Investment Banks/BrokersFinance Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Sun Angel Foundation | Director/Board Member | ||
TechStars Central, LLC
 TechStars Central, LLC Investment ManagersFinance TechStars Central LLC (TechStars) is an Independent Accelerator Incubator firm founded in 2006. The firm is headquartered in the US.. | Investment Managers | Director/Board Member Private Equity Investor | |
Hoffman Instrumentation Supply, Inc.
 Hoffman Instrumentation Supply, Inc. Industrial MachineryProducer Manufacturing Hoffman Instrumentation Supply, Inc. provides vacuum, process solutions, and orbital tooling technologies and services. It has three subdivisions namely HIS Vacuum Products, HIS Process Solutions and Fabrication, and HIS Orbital Tooling Technologies. The firm also serves as the distributor of Pacific Northwest for Haskel and BuTech high pressure products and systems. The company was founded in 1979 and is headquartered in Hillsboro, OR. | Industrial Machinery | Director/Board Member | |
Keats, Connelly & Associates LLC
 Keats, Connelly & Associates LLC Miscellaneous Commercial ServicesCommercial Services Keats, Connelly & Associates LLC provides immigration consultation and cross-border financial planning services. Its services encompass tax planning and preparation, investment management, estate planning, retirement planning, risk management, advice on immigration options, and custodial services. The company was founded by Robert F. Keats in 1990 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Chief Investment Officer | |
ReaderLink Distribution Services LLC
 ReaderLink Distribution Services LLC Wholesale DistributorsDistribution Services ReaderLink Distribution Services LLC engages in the distribution of hardcover, trade and paperback books to non-trade channel booksellers in North America. Its services include merchandising services, marketing and promotions, business analytics, and category management services. The company is headquartered in Oak Brook, IL. | Wholesale Distributors | Corporate Officer/Principal | |
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 Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Robert W. Baird & Co., Inc. (Fixed Income)
 Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| California International University | College/University | Graduate Degree Graduate Degree | |
Mercer Investment Consulting LLC
 Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Graduate Degree Masters Business Admin | |
LVL3 LLC
 LVL3 LLC Investment ManagersFinance LVL3 LLC (LVL3) is a private equity firm founded in 2017 by Scott Rayden. The firm is headquartered in Portland, Oregon. | Investment Managers | Private Equity Investor | |
3Q Digital LLC
 3Q Digital LLC Advertising/Marketing ServicesCommercial Services 3Q Digital LLC provides digital marketing solutions. It is a digital marketing agency that offers display, social media, mobile and video advertising, as well as creative services and SEO. The company was founded by David Rodnitzky in 2008 and is headquartered in Chicago, IL. | Advertising/Marketing Services | Corporate Officer/Principal | |
Higher Ed Growth LLC
 Higher Ed Growth LLC Miscellaneous Commercial ServicesCommercial Services Higher Ed Growth LLC provides higher education marketing solutions to non-profit and for profit schools. It offers proprietary tools focusing on lead generation, management and nurturing, in-house variable data printing and mailing, web designing, online interactive communications, and enrolment consulting. The company was founded by Frank Healy, Adam Carlson and Eric Flottmann in June 2007 and is headquartered in Tempe, AZ. | Miscellaneous Commercial Services | Founder |
Statistiques
Internationale
| Etats-Unis | 47 |
| Chine | 4 |
Sectorielle
| Finance | 23 |
| Consumer Services | 16 |
| Commercial Services | 6 |
| Producer Manufacturing | 3 |
| Distribution Services | 3 |
Opérationnelle
| Corporate Officer/Principal | 116 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 65 |
| Director/Board Member | 45 |
| Masters Business Admin | 42 |
Relations les plus connectées
| Insiders | |
|---|---|
| Aaron Klusman | 15 |
| Dean Jacobson | 12 |
| Kristi Lynne Mitchem | 12 |
| Laura Deal Lacey | 10 |
| Andrew Bart | 10 |
| Roy Teng | 9 |
| Song Ge Teng | 9 |
| Katherine Hargis | 9 |
| Duane Alan McAllister | 9 |
| Rob Wimmel | 8 |
| Ernesto Ramos | 8 |
| Rob Cummisford | 8 |
| Ryan Craver | 8 |
| Don M. McConnell | 7 |
| David Corris | 7 |
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