Steven P. Riege
Directeur/Membre du Conseil chez MADISON COVERED CALL & EQUITY STRATEGY FUND
Provenance du réseau au premier degré de Steven P. Riege
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
49
| Subsidiary | Investment Managers | 49 |
Madison Funds
 Madison Funds Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI.
16
| Umbrella Fund | 16 | |
Ultra Series Fund
14
| Umbrella Fund | Investment Trusts/Mutual Funds | 14 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
Forward Service Corp.
 Forward Service Corp. Personnel ServicesCommercial Services Forward Service Corp. provides employment, training and support services. It offers training, education, career guidance, and supportive services. The company was founded in 1979 and is headquartered in Madison, WI.
1
| Non-Profit Organization | Personnel Services | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Steven P. Riege via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| Baird Funds, Inc. | Investment Trusts/Mutual Funds | President Treasurer | |
| CENTERSPACE | Real Estate Investment Trusts | Director/Board Member Director/Board Member | |
| MERITAGE HOSPITALITY GROUP INC. | Restaurants | Chairman | |
| STIFEL FINANCIAL CORP. | Investment Managers | Chief Executive Officer Director/Board Member President | |
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 | Corporate Officer/Principal Head-Fixed Income Invts Analyst-Fixed Income | |
Fiduciary Management, Inc.
 Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Madison Investment Holdings, Inc.
 Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors. | Investment Managers | President Compliance Officer Director of Finance/CFO Chief Investment Officer General Counsel Director/Board Member Analyst-Equity Compliance Officer Compliance Officer | |
Northwestern Mutual Investment Services LLC
 Northwestern Mutual Investment Services LLC Investment ManagersFinance Northwestern Mutual Investment Services LLC (NMIS) is an asset management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1968 and is a wholly owned subsidiary of The Northwestern Mutual Life Insurance Co. NMIS serves the investment planning and product needs of individuals and businesses through high-quality products, personal service and innovative solutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
MFD Distributor LLC
 MFD Distributor LLC Investment Banks/BrokersFinance MFD Distributor LLC is a private company based in Scottsdale, AZ. | Investment Banks/Brokers | Corporate Officer/Principal General Counsel | |
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 | Director/Board Member Corporate Officer/Principal | |
Stifel Independent Advisors LLC
 Stifel Independent Advisors LLC Investment Banks/BrokersFinance Stifel Independent Advisors LLC (SIA) is a broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 1991 as Century Securities Associates, Inc. and became Stifel Independent Advisors LLC in 2021. They are a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. SIA offers brokerage services to a variety of individual and institutional clients. The firm executes securities transactions per client instructions through Stifel as their clearing firm. | Investment Banks/Brokers | Chairman Director of Research - Equity Director/Board Member | |
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Investment Managers | Chief Investment Officer Chief Executive Officer Portfolio Manager-Equities | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
SCE Management Company I LLC
 SCE Management Company I LLC Investment ManagersFinance SCE Management Company I LLC (Supply Chain Equity Partners) is a private equity firm founded by Jim Miller, Nir Gabriely and Jay Greyson in 2007. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Investor Private Equity Investor | |
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Investment Managers | Chief Investment Officer Head-Fixed Income Invts General Counsel | |
| Michigan State University | College/University | Graduate Degree 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 | Masters Business Admin | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Chief Executive Officer President Director of Finance/CFO Corporate Officer/Principal | |
West Bend Mutual Insurance Co.
 West Bend Mutual Insurance Co. Multi-Line InsuranceFinance West Bend Mutual Insurance Co. provides property and casualty insurance services. The firm provides personal, business and property insurance services. It also provides loss prevention services and resources. The company was founded in 1894 and is headquartered in West Bend, WI. | Multi-Line Insurance | Director/Board Member Director/Board Member | |
Baird Financial Corp.
 Baird Financial Corp. Miscellaneous Commercial ServicesCommercial Services Baird Financial Corp. provides financial services. It offers wealth management, investment banking, institutional equities and research, and public finance services. The company is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member Director of Finance/CFO Director of Finance/CFO Chief Executive Officer | |
Credit Suisse Securities (Canada), Inc
 Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Director of Research - Equity Trading-Equity Chief Executive Officer Trading-Equity | |
| University of Wisconsin | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| 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 | |
| Marquette University | College/University | Director/Board Member Masters Business Admin Corporate Officer/Principal Masters Business Admin Undergraduate Degree | |
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Investment Managers | Head-Fixed Income Invts Chief Executive Officer Director of Research - Equity President Chief Executive Officer | |
Baird Financial Group, Inc.
 Baird Financial Group, Inc. Investment Banks/BrokersFinance Baird Financial Group, Inc. engages in the provision of wealth management, capital markets, asset management, and private equity services. The company was founded on August 20, 2012 and is headquartered in Milwaukee, WI. | Investment Banks/Brokers | Director/Board Member Director/Board Member Chief Executive Officer Director of Finance/CFO | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Masters Business Admin Masters Business Admin | |
Robert W. Baird & Co., Inc. (Private Equity)
 Robert W. Baird & Co., Inc. (Private Equity) Investment ManagersFinance Robert W. Baird & Co Inc (Private Equity) (Robert W. Baird) is a private equity division of Robert W. Baird & Co Inc formed in 1989. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Executive Officer Director of Research - Equity Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Corporate Officer/Principal | |
United Way of Greater Milwaukee & Waukesha County, Inc.
 United Way of Greater Milwaukee & Waukesha County, Inc. Hospital/Nursing ManagementHealth Services United Way of Greater Milwaukee & Waukesha County, Inc. provides healthcare service. It helps people in need by providing them safe place to live and work by improving its community by mobilizing people and resources to drive strategic impact in education, income and health. The company was founded in 1887 and is headquartered in Milwaukee, WI. | Hospital/Nursing Management | Director/Board Member Director/Board Member Director/Board Member | |
Partners Advancing Values In Education, Inc.
 Partners Advancing Values In Education, Inc. Other Consumer ServicesConsumer Services Partners Advancing Values In Education, Inc. operates as school. The company is headquartered in Milwaukee, WI. | Other Consumer Services | Director/Board Member Director/Board Member | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
The United Performing Arts Fund
 The United Performing Arts Fund Specialty StoresRetail Trade The United Performing Arts Fund is a non-profit organization that has been working to keep the arts alive in southeastern Wisconsin since 1967. The non-profit company is based in Milwaukee, WI. The company's mission is to raise funds and secure community resources to support and sustain the performing arts in the region. | Specialty Stores | Director/Board Member Director/Board Member | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Chief Investment Officer Chief Executive Officer | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Greater Milwaukee Committee | Chairman Director/Board Member | ||
Morgan Stanley Credit Partners
 Morgan Stanley Credit Partners Investment ManagersFinance Morgan Stanley Credit Partners (Morgan Stanley Credit) is a private equity subsidiary of Morgan Stanley Investment Management Ltd. founded in 2009.The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
PPC Investment Partners LP
 PPC Investment Partners LP Investment ManagersFinance PPC Investment Partners LP (PPC Investment Partners) is a private equity firm founded in 2002 by Tony N. Pritzker and Jay Robert Pritzker. The firm is headquartered in Chicago, Illinois. | Investment Managers | Investment Committee Member | |
Madison Capital Funding LLC
 Madison Capital Funding LLC Investment ManagersFinance Madison Capital Funding LLC (MCF) is a private equity subsidiary of New York Life Investment Management LLC and their ultimate parent is the New York Life Insurance Co founded in 2001. The firm is headquartered in Chicago, Illinois. | Investment Managers | Director/Board Member | |
Sunland Asphalt & Construction, Inc.
 Sunland Asphalt & Construction, Inc. Engineering & ConstructionIndustrial Services Sunland Asphalt & Construction, Inc. operates as a construction contractor. It offers maintenance and construction services for new and existing parking lots, roads, streets and highways associated with government/municipal agencies, commercial/retail, residential communities, educational and industrial markets. The company was founded by Doug DeClusin in 1979 and is headquartered in Phoenix, AZ. | Engineering & Construction | Chairman | |
Valentus Specialty Chemicals, Inc.
 Valentus Specialty Chemicals, Inc. Wholesale DistributorsDistribution Services Valentus Specialty Chemicals, Inc. provides coating technologies. It exports chemicals throughout the North America. The firm’s brands include PloPlaz, Absco Sports, Absco, Sampson and Polycare. The company was founded in 1899 and is headquartered in North Brunswick, NJ. | Wholesale Distributors | Director/Board Member | |
Victoria Fine Foods LLC
 Victoria Fine Foods LLC Food: Major DiversifiedConsumer Non-Durables Victoria Fine Foods LLC markets specialty Italian food products. It offers a variety of premium pasta and specialty sauces, savory condiments, and tasty gourmet spreads. Its products include tomato basil, marinara, fradiavolo, vodka sauce, organic, vegan, white linen gina rispoli, and other Italian delicacies. The company was founded in 1929 and is headquartered in Brooklyn, NY. | Food: Major Diversified | Director/Board Member | |
| Lawrence University | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 47 |
| Canada | 2 |
| Hong Kong | 2 |
Sectorielle
| Finance | 26 |
| Consumer Services | 13 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
| Health Services | 2 |
Opérationnelle
| Director/Board Member | 193 |
| Corporate Officer/Principal | 137 |
| Undergraduate Degree | 51 |
| Chairman | 39 |
| President | 37 |
Relations les plus connectées
| Insiders | |
|---|---|
| Ronald Kruszewski | 30 |
| Mary Stanek | 29 |
| Paul Edward Purcell | 22 |
| Jim Mahoney | 22 |
| Dominick Zarcone | 17 |
| Thomas A. Desmond | 16 |
| Seana Day | 15 |
| Joseph Cook | 14 |
| Scott Craven Jones | 13 |
| Jay Robert Sekelsky | 13 |
| Bob J. Venable | 12 |
| Steve Booth | 12 |
| Paul Anthony Lefurgey | 11 |
| Philip E. Blake | 11 |
| Richard E. Struthers | 10 |
- Bourse
- Insiders
- Steven P. Riege
- Connexions Sociétés
