Rich Rokus
Portfolio Manager-Fixed Income chez Great Lakes Advisors LLC
Provenance du réseau au premier degré de Rich Rokus
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
43
| Extinct | Investment Managers | 43 |
Great Lakes Advisors LLC
 Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.
27
| Subsidiary | Investment Managers | 27 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Rich Rokus 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 | Head-Equity Investments | |
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 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 | Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity | |
Mason Street Advisors LLC
 Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal | |
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Rothschild & Co. Asset Management US, Inc.
 Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC, ultimately owned by Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides bespoke investment solutions and advisory services to institutional clients, financial intermediaries, and third-party distributors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity | |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Pine River Capital Management LP
 Pine River Capital Management LP Investment ManagersFinance Pine River Capital Management LP (Pine River) is a SEC-registered investment adviser and hedge fund management firm headquartered in Minnetonka, Minnesota. The firm was founded in 2002 by Brian Taylor and they are a subsidiary of Pine River Holdings LP. Pine River provides investment solutions to qualified clients through commingled hedge funds and bespoke solutions. | Investment Managers | Portfolio Manager-Equities | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree | |
| DePaul University | College/University | Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| Lake Forest College | College/University | Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Convergence Investment Partners LLC
 Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | Investment Managers | President President Chief Operating Officer | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
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 | |
| University of South Florida | College/University | Undergraduate Degree Graduate Degree | |
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
| Kellstadt Graduate School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Fort Sheridan Advisors LLC
 Fort Sheridan Advisors LLC Investment ManagersFinance Fort Sheridan Advisors LLC (Fort Sheridan) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Pater Karmin in 2009. Fort Sheridan provides investment advisory services to family offices, high net-worth individuals, pensions/ERISA, endowments, trusts, charitable organizations and other corporations and businesses. | Investment Managers | Corporate Officer/Principal | |
Kohl Children's Museum of Greater Chicago, Inc.
 Kohl Children's Museum of Greater Chicago, Inc. Other Consumer ServicesConsumer Services Kohl Children's Museum of Greater Chicago, Inc. operates as a children's museum. It provides developmentally appropriate, experiential education for children from birth to age eight. The company was founded by Dolores Kohl in 1985 and is headquartered in Glenview, IL. | Other Consumer Services | Director/Board Member | |
| University of Illinois | College/University | Undergraduate Degree | |
Energy Foundry
 Energy Foundry Investment ManagersFinance Energy Foundry (Energy foundry) is a venture capital firm founded in 2013 by Jason Blumberg. The firm is headquartered in Chicago, Illinois. | Investment Managers | Consultant / Advisor | |
| Moscow State University Lomonosov | College/University | Graduate Degree |
Statistiques
Internationale
| Etats-Unis | 49 |
| Russie | 2 |
Sectorielle
| Finance | 35 |
| Consumer Services | 17 |
Opérationnelle
| Portfolio Manager-Equities | 84 |
| Analyst-Equity | 75 |
| Corporate Officer/Principal | 70 |
| Undergraduate Degree | 61 |
| Portfolio Manager-Fixed Income | 34 |
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