Lucian V. Marinescu
Gestionnaire de Portefeuille-Actions chez Morningstar Investment Management LLC
Provenance du réseau au premier degré de Lucian V. Marinescu
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
The University of Chicago
366
| College/University | Other Consumer Services | 366 |
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.
28
| Subsidiary | Investment Managers | 28 |
Ibbotson Associates, Inc.
 Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world.
10
| Extinct | Investment Managers | 10 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Lucian V. Marinescu via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity | |
PRIMECAP Management Co.
 PRIMECAP Management Co. Investment ManagersFinance PRIMECAP Management Co. (PRIMECAP) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1983 by Theofanis Kolokotrones and Mitchell Milias. PRIMECAP manages US-focused equity portfolios for a limited number of institutions and mutual funds for the Vanguard Group and the PRIMECAP Odyssey Funds. | Investment Managers | Analyst-Equity | |
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 | Corporate Officer/Principal | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Fixed Income | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| 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 Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | President Portfolio Manager-Equities President Chief Investment Officer | |
| University of Notre Dame | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Founder Corporate Officer/Principal Corporate Officer/Principal | |
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 | Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
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 | Chief Executive Officer Founder Analyst-Equity Analyst-Equity | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Southern Illinois University | College/University | Undergraduate Degree Graduate Degree | |
Morningstar Investment Management Europe Ltd.
 Morningstar Investment Management Europe Ltd. Investment ManagersFinance Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
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 | Undergraduate Degree Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Hyde Park Angels Inc.
 Hyde Park Angels Inc. Investment ManagersFinance Hyde Park Angels Inc. (HPA) is a venture capital firm founded in 2007 by Jeffrey R. Carter. The firm is headquartered in Chicago, Illinois. | Investment Managers | Corporate Officer/Principal Private Equity Analyst | |
| The University of Texas at Austin | College/University | Graduate 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 | |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| DePaul University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| University of Delhi | College/University | Masters Business Admin Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
Trust LLC
 Trust LLC Investment ManagersFinance Trust LLC (Trust Ventures) is a venture capital firm founded in 2018 by Salen Churi and Brian Tochman. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor Private Equity Investor | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| San Francisco State University | College/University | Undergraduate Degree | |
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Investment Managers | Director of Research - Equity | |
United Capital Financial Advisers LLC
 United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Investment Managers | Portfolio Manager-Equities | |
Xomad LLC
 Xomad LLC Advertising/Marketing ServicesCommercial Services Xomad LLC is an agency that specializes in community activations for civic engagement and crisis management. The American company works with local and state governments, as well as major brands such as Clorox, L'Oreal, Walmart, and Ocean Spray. Xomad engages with hard-to-reach communities via digital word-of-mouth programs and activates trusted community messengers through a dedicated council platform for insights, innovations, and grassroots social media campaigns. Xomad is paving the way for influencer marketing by forming close relationships with true trendsetters who have special bonds with their audiences and networks. | Advertising/Marketing Services | Consultant / Advisor | |
Draft Ventures, LLC
 Draft Ventures, LLC Investment ManagersFinance Draft Ventures LLC (Draft Ventures) is a venture capital firm founded in 2015 by Artia Moghbel and David Rodriguez. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Millennium Capital Management (Singapore) Pte Ltd.
 Millennium Capital Management (Singapore) Pte Ltd. Investment ManagersFinance Millennium Capital Management (Singapore) Pte Ltd. (Millennium Singapore) is an alternative investment management firm headquartered in Singapore. The firm was founded in 1989 and is a subsidiary of Millennium International Management LP, ultimately held by MLM Trust B in the US. Millennium Singapore manages assets on behalf of institutional clients and private investors. | Investment Managers | Chief Executive Officer | |
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Sapience Investments LLC
 Sapience Investments LLC Investment ManagersFinance Sapience Investments LLC (Sapience) is a registered investment management firm headquartered in Newport Beach, California. Founded in 2016, Sapience provides investment advisory and management services as a discretionary investment adviser to institutional separately managed accounts and sub-advisory services to registered investment companies. | Investment Managers | Analyst-Equity |
Statistiques
Internationale
| Etats-Unis | 36 |
| Royaume-Uni | 4 |
| Chine | 2 |
| Inde | 2 |
| Singapour | 2 |
Sectorielle
| Finance | 23 |
| Consumer Services | 16 |
| Commercial Services | 4 |
| Technology Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 93 |
| Undergraduate Degree | 93 |
| Analyst-Equity | 65 |
| Masters Business Admin | 56 |
| Portfolio Manager-Equities | 56 |
Relations les plus connectées
| Insiders | |
|---|---|
| Kunal Kapoor | 15 |
| Joe Mansueto | 14 |
| Guy Turner | 14 |
| Laszlo Korsos | 12 |
| Alexander Tang | 11 |
| Kuan Chen | 11 |
| Colin Carrier | 10 |
| Dan Leonard | 9 |
| Doug McGraw | 9 |
| Daniel Needham | 9 |
| Scott Allen Wentsel | 8 |
| Evan Gobdel | 8 |
| Raj Subramanian | 8 |
| Dan Heck | 7 |
| Koichiro Nakamura | 7 |
- Bourse
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- Lucian V. Marinescu
- Connexions Sociétés
