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Provenance du réseau au premier degré de Steven Shen
Entité | Type d'entité | Industrie | |
---|---|---|---|
Harris Associates LP
![]() Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.
14
| Subsidiary | Investment Managers | 14 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Steven Shen via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
MFS INVESTMENT GRADE MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Corporate Secretary | |
MFS INTERMEDIATE INCOME TRUST | Other Consumer Services | Corporate Secretary | |
MFS INTERMEDIATE HIGH INCOME FUND | Investment Trusts/Mutual Funds | Corporate Secretary | |
MFS MULTIMARKET INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Secretary | |
MFS CHARTER INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Secretary | |
Janus Henderson Investors US LLC
![]() Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | General Counsel | |
MFS MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Secretary | |
Janus Henderson Distributors US LLC
![]() Janus Henderson Distributors US LLC Financial ConglomeratesFinance Part of Janus Henderson Group Plc, Janus Distributors LLC is a financing subsidiary. The company is based in Denver, CO. | Financial Conglomerates | General Counsel | |
Janus Henderson Services US LLC | General Counsel | ||
JANUS CAPITAL GROUP INC | Investment Managers | General Counsel | |
MFS SPECIAL VALUE TRUST | Investment Trusts/Mutual Funds | Corporate Secretary | |
MFS HIGH YIELD MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Corporate Secretary | |
MFS GOVERNMENT MARKETS INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Secretary | |
MFS HIGH INCOME MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Corporate Secretary | |
Kelley School of Business | College/University | Undergraduate Degree | |
Greater Boston Chamber of Commerce
![]() Greater Boston Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Greater Boston Chamber of Commerce is a non profit organization. It offers business community services and programs such as government affairs forums, executive forums, women’s network, city awake, chamber networking group, city to city, and webinars. The company was founded in 1909 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Gofen & Glossberg LLC
![]() Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Trustees of the University of Pennsylvania
![]() Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | 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 | Analyst-Equity | |
Hovde Group LLC
![]() Hovde Group LLC Investment Banks/BrokersFinance Hovde Group LLC is a leading boutique investment bank that has been providing advisory services to the financial services sector for over 30 years. The private company offers a full suite of investment banking, capital markets, research, equity sales, and trading services to its clients, including institutional and retail investors, community and regional banks, and other financial companies located throughout the United States. The company is based in Inverness, IL, and has subsidiaries in the United States. Hovde Group consistently ranks among the bank sector's top M&A and capital markets advisory firms, is a leading market maker of community and regional bank stocks, and produces high-quality research from award-winning analysts. The American company was founded in 1987 by Steven Donald Hovde, who has been the CEO since then. | Investment Banks/Brokers | Corporate Officer/Principal | |
Arizona State University | College/University | Undergraduate Degree | |
ReaderLink Distribution Services LLC
![]() ReaderLink Distribution Services LLC Wholesale DistributorsDistribution Services ReaderLink Distribution Services LLC engages in the distribution of hardcover, trade and paperback books to non-trade channel booksellers in North America. Its services include merchandising services, marketing and promotions, business analytics, and category management services. The company is headquartered in Oak Brook, IL. | Wholesale Distributors | Corporate Officer/Principal | |
Dodge & Cox
![]() Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy. | Investment Managers | Corporate Officer/Principal | |
The University of North Carolina at Wilmington | College/University | Undergraduate Degree | |
Select Equity Group LP
![]() Select Equity Group LP Investment ManagersFinance Select Equity Group LP (SEG) is a registered investment advisor headquartered in New York City. The firm was originally founded in 1990 as Select Equity Group, Inc. (SEGI). In 2013, SEG was formed in connection with the merger of SEGI and its affiliate, Select Offshore Advisors LLC, into a single employee-owned investment advisory entity. The firm is a subsidiary of Select Equity Partners LP. SEG provides investment management services to individual and private fund clients, and sub-advisory services to certain UCITS sub-funds, Collective Investment Trusts (COLs) and registered investment companies (1940 Act Funds). | Investment Managers | Analyst-Equity | |
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 | |
Advisory Research, Inc.
![]() Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Investment Managers | Analyst-Equity | |
Keller Graduate School of Management | College/University | Graduate Degree | |
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 | |
Erikson Institute
![]() Erikson Institute Miscellaneous Commercial ServicesCommercial Services Erikson Institute provides child development services. It offers academic advising, center and pick writing program, multicultural student affairs, services for students with disabilities, computers and technology, student accounts, and health insurance. The company was founded in 1966 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
DePaul University | College/University | Masters Business Admin | |
Pandion Capital LLC
![]() Pandion Capital LLC Investment ManagersFinance Pandion Capital LLC is an independent hedge fund manager headquartered in Gulfport, Florida. The firm was founded by Ernest Segundo and Andrew Gluck in 2008. They provide investment advice to high-net-worth individual and institutional clients. | Investment Managers | Founder | |
Brigham Young University | College/University | Undergraduate Degree | |
Pzena Investment Management LLC
![]() Pzena Investment Management LLC Investment ManagersFinance Pzena Investment Management LLC (Pzena) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard S. Pzena 1995 and is owned by Pzena Investment Management LP. Pzena manages investment portfolios for endowments, foundations, state and municipal government entities, partnerships, corporations, investment companies, public funds, pension trusts, profit-sharing plans, high net-worth individuals, and pooled funds located in the US and in select foreign jurisdictions. The firm became a signatory to the Principles for Responsible Investment (PRI) in early 2018 and a SASB Alliance member in 2020, and they have accepted Japan’s Stewardship Code. | Investment Managers | Analyst-Equity | |
University of Pennsylvania | College/University | Masters Business Admin | |
Stanford University | College/University | Undergraduate Degree | |
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 | |
The University of North Carolina at Asheville | College/University | Masters Business Admin | |
Ariel Investments LLC
![]() Ariel Investments LLC Investment ManagersFinance Ariel Investments LLC (Ariel) is a SEC-registered investment advisor and fund management firm headquartered in Chicago, Illinois. The firm was founded by John W. Rogers, Jr. in 1983 and is a subsidiary of ACMI, Inc. Ariel provides investment management services to a variety of individual and institutional clients in the US. The firm also serves institutional separate account clients in Canada and offers certain separate account products to professional investors in Australia and Asia. | Investment Managers | Director of Finance/CFO | |
Princeton University | College/University | Undergraduate Degree | |
Otis Elevator Co.
![]() Otis Elevator Co. Building ProductsProducer Manufacturing Otis Elevator Co. manufactures and maintains elevators, escalators, and moving walkways. The company also offers maintenance and monitoring services to its customers through network of branch offices and service centers. Its products include Gen2, HdroFit, SkyRise and SkyBuild. The company was founded in 1853 and is headquartered in Farmington, CT. | Building Products | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 51 |
Sectorielle
Consumer Services | 19 |
Finance | 17 |
Miscellaneous | 12 |
Commercial Services | 3 |
Distribution Services | 2 |
Opérationnelle
Analyst-Equity | 17 |
Corporate Officer/Principal | 15 |
Corporate Secretary | 15 |
Undergraduate Degree | 13 |
Director of Finance/CFO | 13 |
Relations les plus connectées
Insiders | |
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Thomas Herman | 18 |
Heidi Hardin | 17 |
Edward Straus Loeb | 5 |
Matt Quigley | 5 |
Pawel Kaczmarek | 5 |
Bob Levy | 5 |
Joseph P. Pittman | 5 |
Andrew Michael Gluck | 4 |
Ben S. Nielson | 4 |
Eric Haight | 4 |
Alex A. Frey | 3 |
Chris Piel | 3 |
Mark C. Small | 2 |
Jeremy Thames | 2 |
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