Provenance du réseau au premier degré de Matt Swager
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Banc One Investment Advisors
 Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE).
40
| Extinct | Major Banks | 40 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Matt Swager via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Analyst-Equity | |
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 | Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Sales & Marketing | |
State Teachers Retirement System of Ohio
 State Teachers Retirement System of Ohio Investment ManagersFinance The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN SENIOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
The Northwestern Mutual Life Insurance Co.
 The Northwestern Mutual Life Insurance Co. Life/Health InsuranceFinance The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI. | Life/Health Insurance | Corporate Officer/Principal | |
Diamond Hill Capital Management, Inc.
 Diamond Hill Capital Management, Inc. Investment ManagersFinance Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Northwestern Mutual Wealth Management Co.
 Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Savings Banks | Director/Board Member | |
| NUVEEN PREFERRED AND INCOME TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MINNESOTA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN GLOBAL HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Aquila Investment Management LLC
 Aquila Investment Management LLC Investment ManagersFinance Aquila Investment Management LLC (Aquila) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded by Lacy Herrmann in 1984 and is a wholly-owned subsidiary of Aquila Management Corp. Aquila serves as the investment advisor to the Aquila Group of Funds, a specialized group of open-end mutual funds that focus on fixed-income investments. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income | |
| DIAMOND HILL INVESTMENT GROUP, INC. | Investment Managers | Director/Board Member Compliance Officer Corporate Officer/Principal Chief Operating Officer | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Nationwide Insurance Co.
 Nationwide Insurance Co. Insurance Brokers/ServicesFinance Nationwide Insurance Co. provides insurance services. The company was founded in 1925 and is headquartered in Columbus, OH. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Xavier University | College/University | Undergraduate Degree Undergraduate Degree | |
| NUVEEN FLOATING RATE INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
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 Undergraduate Degree | |
| Franklin University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Masters Business Admin Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Dayton | College/University | Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal | |
1492 Capital Management LLC
 1492 Capital Management LLC Investment ManagersFinance 1492 Capital Management LLC (1492CM) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Joseph “Joe” Frohna in 2008. 1492CM provides discretionary asset management services to individuals, corporations, foundations, trusts, and other separate accounts using one of the firm’s small-cap equity investment strategy models. | Investment Managers | Portfolio Manager-Equities | |
| Banc One Investment Management Group | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | ||
College Possible National
 College Possible National Other Consumer ServicesConsumer Services College Possible National provides education services. It makes college admission and for low-income students. The company was founded by Jim McCorkell in 2000 and is headquartered in St. Paul, MN. | Other Consumer Services | Director/Board Member | |
| NUVEEN DOW 30 DYNAMIC OVERWRITE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN S&P 500 BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN MUNICIPAL 2021 TARGET TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NUVEEN CORPORATE INCOME NOVEMBER 2021 TARGET TERM FUND | Alternative Power Generation | Director/Board Member | |
| NUVEEN PREFERRED AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 49 |
Sectorielle
| Miscellaneous | 19 |
| Finance | 18 |
| Consumer Services | 12 |
| Utilities | 2 |
Opérationnelle
| Director/Board Member | 166 |
| Independent Dir/Board Member | 115 |
| Corporate Officer/Principal | 76 |
| Portfolio Manager-Equities | 40 |
| Undergraduate Degree | 37 |
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