Jonathan Horsman
Gestionnaire de Portefeuille-Actions chez Creative Planning LLC
Provenance du réseau au premier degré de Jonathan Horsman
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
83
| Holding Company | Investment Managers | 83 |
Clemson University
47
| College/University | Other Consumer Services | 47 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jonathan Horsman via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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 | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stetson University | College/University | Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Graduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
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 | Graduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
Bosch Rexroth Corp.
 Bosch Rexroth Corp. Industrial MachineryProducer Manufacturing Bosch Rexroth Corp. manufactures automation equipment, control & drive systems, and hydraulics. Its products include lockout valves, ball rail tables, handheld DC electrical tools, sensors, air & hydraulic cylinders, and gear pumps. The company was founded in 1975 and is headquartered in Hoffman Estates, IL. | Industrial Machinery | Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| London Business School | College/University | Masters Business Admin | |
| County of Oconee (South Carolina) | Province/State | Corporate Officer/Principal | |
| St. Xavier's College (West Bengal) | College/University | Undergraduate Degree | |
Verity & Verity LLC
 Verity & Verity LLC Investment ManagersFinance Verity & Verity LLC, do-business-as Verity Investment Partners (VIP), is an independent registered investment advisor and wealth management firm headquartered in Beaufort, South Carolina. The firm was co-founded by Will and Paula Verity in 2002. VIP offers a holistic approach to investment management that combines financial planning, investment strategy and ongoing portfolio management. They serve high net worth investors and their families nationwide. | Investment Managers | Portfolio Manager-Equities | |
New York City Economic Development Corp.
 New York City Economic Development Corp. General GovernmentGovernment New York City Economic Development Corp. provides economic assistance and financial incentives for large businesses. Its services include financing and incentives, strategic investments group, programs for entrepreneurs, programs for business recovery and resiliency, programs for nonprofits, workforce and local business programs, incubators and workspace resources, international programs, portnyc and central business districts. The company was founded in 1991 and is headquartered in New York, NY. | General Government | Corporate Officer/Principal | |
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Abacus Planning Group, Inc.
 Abacus Planning Group, Inc. Investment ManagersFinance Abacus Planning Group, Inc. (Abacus) is a registered independent investment adviser and wealth management firm headquartered in Columbia, South Carolina. The firm was founded by Cheryl Holland in 1998. Abacus provides advisory services to high-net worth individuals, pension and profit-sharing plans (other than plan participants), and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Investment Managers | Analyst-Equity | |
First Iowa State Bank (Keosauqua, Iowa)
 First Iowa State Bank (Keosauqua, Iowa) Regional BanksFinance Part of Van Buren Bancorporation ESOP (Iowa), First Iowa State Bank is a state-chartered commercial bank based in Keosauqua, IA. The company provides banking services to individuals and businesses in the local community. | Regional Banks | Corporate Officer/Principal | |
Jetsetter, Inc.
 Jetsetter, Inc. Other Consumer ServicesConsumer Services Jetsetter, Inc. provides online travel arrangement services. It is a community of travelers that provides members with insider access, expert knowledge and exclusive deals on the world's greatest vacations. The company was founded by Andrew Patterson in September 2009 and is headquartered in New York, NY. | Other Consumer Services | Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| Golf Headquarter, Inc. | Corporate Officer/Principal | ||
| Darla Moore School of Business | College/University | Masters Business Admin Graduate Degree | |
Intrepid Financial Partners LLC
 Intrepid Financial Partners LLC Regional BanksFinance Intrepid Financial Partners LLC is a merchant bank that provides advisory and investing platforms to companies and investors in the energy sector. The private company is based in New York, NY and has subsidiaries in the United States. The company offers mergers & acquisitions, restructuring, and capital markets services, as well as makes principal equity and debt investments. Intrepid leverages the deep industry knowledge, relationships, and capital-raising expertise of its principals on behalf of its clients and investors. | Regional Banks | Private Equity Investor | |
Varagon Capital Partners LP
 Varagon Capital Partners LP Investment ManagersFinance Varagon Capital Partners LP (Varagon Capital Partners) is a private equity subsidiary of Man Group Plc (Jersey) firm founded in 2014 by Doug Kaden and Brett Shapiro. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Ready Responders, Inc.
 Ready Responders, Inc. Internet Software/ServicesTechnology Services Ready Responders, Inc. engages in the development of mobile application which connects trained, licensed, and fully insured EMTs, paramedics, and nurses to 911 systems, hospitals, and payers. The company was founded by Benjamin Swig and Justin Dangel in 2016 and is headquartered in New Orleans, LA. | Internet Software/Services | Corporate Officer/Principal | |
WOCstar Fund
 WOCstar Fund Investment ManagersFinance WOCstar Fund (WOCstar) is a venture capital firm founded in 2018 by Gayle Jennings-O'Byrne and Pialy Aditya. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Jb Fitzgerald Venture Capital
 Jb Fitzgerald Venture Capital Investment ManagersFinance Jb Fitzgerald Venture Capital (Jb Fitzgerald) is a venture capital firm. The firm is headquartered in Lincolnton, North Carolina. | Investment Managers | Private Equity Investor | |
Radish Health, Inc.
 Radish Health, Inc. Internet Software/ServicesTechnology Services Radish Health, Inc. provides affordable healthcare to municipal governments and companies through virtual and in-person care. The company is based in New York, NY and offers personalized care designed for convenience and quality with a concierge touch to help improve employee health and save on healthcare. Radish Health offers primary care, mental health, nutrition counseling, and other essential services. The company combines in-person and tele-health care to improve work productivity and cost savings for employers. Radish Health focuses on building patient care through relationships first, then technology, to alleviate the challenges currently seen in the tele-health space. The company was founded in 2019 by Viral Patel, an emergency medicine physician who serves as the CEO. | Internet Software/Services | Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 49 |
| Royaume-Uni | 2 |
| Inde | 2 |
Sectorielle
| Consumer Services | 27 |
| Finance | 17 |
| Government | 3 |
| Technology Services | 3 |
| Commercial Services | 2 |
Opérationnelle
| Undergraduate Degree | 95 |
| Portfolio Manager-Equities | 80 |
| Corporate Officer/Principal | 74 |
| Director/Board Member | 30 |
| Masters Business Admin | 21 |
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