Jim Cullen
Directeur Général chez Schafer Cullen Capital Management, Inc.
Provenance du réseau au premier degré de Jim Cullen
Entité | Type d'entité | Industrie | |
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Schafer Cullen Capital Management, Inc.
Schafer Cullen Capital Management, Inc. Investment ManagersFinance Schafer Cullen Capital Management, Inc. (SCCM) is a wealth management and registered investment advisory firm founded by James Cullen and David Schafer in 1983. Headquartered in New York City, SCCM provides portfolio management services to a variety of client types including individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, private investment funds and trust programs.
30
| Private Company | Investment Managers | 30 |
Cullen Capital Management LLC
Cullen Capital Management LLC Investment ManagersFinance Cullen Capital Management LLC, do-business-as Schafer Cullen Capital Management (SCCM), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1983 to advise managed accounts. In 2000, they expanded their offerings to include US mutual funds and, in 2010, UCITS funds. SCCM provides portfolio management services to a variety of client types such as individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, UCITS, Hedge Funds and trust programs.
17
| Private Company | Investment Managers | 17 |
Donaldson, Lufkin & Jenrette Securities Corp.
15
| Extinct | Investment Banks/Brokers | 15 |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.
10
| Extinct | Investment Managers | 10 |
Seton Hall University
3
| College/University | Other Consumer Services | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jim Cullen via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities | |
York Capital Management Global Advisors LLC
York Capital Management Global Advisors LLC Investment ManagersFinance York Capital Management Global Advisors LLC, dba York Capital Management (York), is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by James Dinan in 1991 as JGD Management Corp. York provides investment advice to a variety of private investment partnerships and offshore investment funds. The funds are comprised of various types of investors, including high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, endowments, and foreign sovereign wealth funds. | Investment Managers | Chief Executive Officer | |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Investment Managers | Investment Committee Member | |
Kellner Capital LLC
Kellner Capital LLC Investment ManagersFinance Founded in 1981 by George A. Kellner, Kellner Dileo & Co. LLC is a hedge fund manager located in New York City. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
JMP Securities LLC
JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Chief Executive Officer | |
Harvest Capital Strategies LLC
Harvest Capital Strategies LLC Investment ManagersFinance Harvest Capital Strategies LLC (Harvest) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1999 and formerly known as JMP Asset Management LLC. They are wholly owned by JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Harvest provides discretionary investment advisory services to a number of private investment funds that operate as private investment funds. | Investment Managers | Chief Executive Officer | |
JMP Group, Inc.
JMP Group, Inc. Investment Banks/BrokersFinance JMP Group Inc. is a full-service investment banking and asset management firm, together with its subsidiaries it provides investment banking, sales and trading, and equity research services to corporate and institutional clients, and alternative asset management products and services to institutional investors and high net-worth individuals. The company operates its business through five segments: Broker-Dealer, Asset Management, Corporate Credit, Investment Income, Eliminations and Corporate Costs. The Broker-Dealer segment includes a broad range of services, such as underwriting and acting as a placement agent for public and private capital markets raising transactions and financial advisory services in M&A, restructuring and other strategic transactions. The Broker-Dealer segment also includes institutional brokerage services and equity research services to institutional investor clients. The Asset Management segment includes the management of a broad range of pooled investment vehicles, including the company's hedge funds, hedge funds of funds. The Corporate Credit segment includes the management of collateralized loan obligations and small business loans. The Investment Income segment includes income from the company's principal investments in public and private securities, as well as any other net interest and income from investing activities. The Corporate Costs segment includes expenses related to JMP Group Inc., the holding company, and JMP Group LLC, and is mainly comprised of corporate overhead expenses and interest expense related to the company's credit facility with City National Bank. JMP Group was founded by Joseph A. Jolson and Carter D. Mack in 1999 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Chief Executive Officer | |
Opportunity Acquisition Corp.
Opportunity Acquisition Corp. Financial ConglomeratesFinance Opportunity Acquisition Corp. is a blank check company. It is primarily targeting businesses in North America with potential for growth. Opportunity Acquisition was founded in December 2007 and is headquartered in San Francisco, CA. | Financial Conglomerates | Chief Executive Officer | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Director/Board Member Masters Business Admin Undergraduate Degree | |
Tekla Capital Management LLC
Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Investment Managers | Corporate Officer/Principal | |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Chadbourne & Parke LLP
Chadbourne & Parke LLP Miscellaneous Commercial ServicesCommercial Services Chadbourne & Parke LLP engages in the provision of legal services. It provides counsel to areas such as antitrust and trade regulations, employment, intellectual property, leasing, litigation, pro bono, real estate, and tax. The company was founded in 1902 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Graduate Degree | |
Denison University | College/University | Undergraduate Degree | |
DePauw University | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Graduate Degree | |
Middlebury College | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree | |
Yale University | College/University | Graduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Occidental College | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin | |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Investment Managers | Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Rutgers Business School | College/University | Masters Business Admin Masters Business Admin | |
Open Field Capital LLC
Open Field Capital LLC Investment ManagersFinance Open Field Capital LLC (OFC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2003 and is wholly-owned by Open Field Capital (Cayman) LP. OFC manages emerging technology portfolios of public equity and venture investments. | Investment Managers | Founder | |
JMP GROUP LLC | Investment Banks/Brokers | Chief Executive Officer | |
L.F. Rothschild & Co., Inc.
L.F. Rothschild & Co., Inc. Investment Banks/BrokersFinance Part of Rothschild & Co. The company is based in New York, NY. Continuation Holdings AG, L.F. Rothschild & Co., Inc. is a company that provides banking services. | Investment Banks/Brokers | Corporate Officer/Principal | |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Portfolio Manager-Fixed Income | |
American Field Service Corp. | Corporate Officer/Principal | ||
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Investment Managers | Investment Committee Member |
Statistiques
Internationale
Etats-Unis | 44 |
Royaume-Uni | 2 |
Sectorielle
Finance | 26 |
Consumer Services | 17 |
Miscellaneous | 2 |
Commercial Services | 2 |
Opérationnelle
Corporate Officer/Principal | 94 |
Director/Board Member | 52 |
Analyst-Equity | 51 |
Undergraduate Degree | 50 |
Portfolio Manager-Equities | 42 |
Relations les plus connectées
Insiders | |
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Jamie Dinan | 23 |
Wendy Lane | 18 |
Joe Jolson | 16 |
Marcus Gutman Cummins | 13 |
Sam Isaly | 13 |
Garrett M. Moran | 12 |
Leo M. Clemente | 12 |
George Andrew Kellner | 10 |
Eric Keith Scholl | 9 |
Carl Wade Gardiner | 8 |
Brian Drubetsky | 8 |
Michael J. Sandifer | 8 |
David Karl Schafer | 8 |
Keith Edward Koeferl | 7 |
Richard Galanti | 7 |
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