Provenance du réseau au premier degré de Suzanne Quam
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT).
65
| Extinct | Investment Managers | 65 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Suzanne Quam via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Director of Research - Fxd Inc Portfolio Manager-Equities Trading-Equity Analyst-Equity Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
| University of Denver | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree | |
| The University of Colorado | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
INVESCO Funds Group, Inc.
 INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
GE Financial Assurance Holdings LLC
 GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Director of Investments Portfolio Manager-Fixed Income Director of Investments | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Northern Colorado | College/University | Undergraduate Degree Graduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree Undergraduate Degree | |
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 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 | Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Metropolitan State University of Denver | College/University | Undergraduate Degree Undergraduate Degree | |
Food Bank of the Rockies, Inc.
 Food Bank of the Rockies, Inc. Services to the Health IndustryHealth Services Food Bank of the Rockies, Inc. provides food distribution services. It is a non-profit organization that provides food collection and distribution services for emergency, community development and hunger-relief programs. The company was founded in 1978 and is headquartered in Denver, CO. | Services to the Health Industry | Director/Board Member | |
| Newmont Capital Ltd. | Corporate Officer/Principal | ||
Trust Co. of Illinois
 Trust Co. of Illinois Investment Trusts/Mutual FundsMiscellaneous Part of Hightower Holding LLC, Trust Co. of Illinois is a wealth management firm specializing in financial planning, trust services, and retirement plans. The company is based in Downers Grove, IL. The CEOs are William M. Giffin, Douglas Eyles, Terence Kothe. The company was founded in 1993. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Bristol Investment Group, Inc.
 Bristol Investment Group, Inc. Investment Banks/BrokersFinance Founded in 1990 by Alan Donenfeld, Bristol Investment Group, Inc. is a private investment firm that focuses on investing in and raising capital for high growth and special situation public and private companies, in industries such as communications, information technology, healthcare, manufacturing and other technology based businesses. They provide a full array of trading and execution services for their clients. They do not provide any internal research. Bristol is located in New York City. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
| Montana State University | College/University | Undergraduate Degree | |
Nelson, Benson & Zellmer, Inc.
 Nelson, Benson & Zellmer, Inc. Investment ManagersFinance Nelson, Benson & Zellmer, Inc. provides wealth management and trust services. Its services include portfolio management, policy development, fiduciary (trust) services, fiduciary tax preparation, financial counseling, asset allocation, charitable trust administration, performance measurement, custody services and family office services. The company was founded in 1983 and is headquartered in Colorado Springs, CO. | Investment Managers | Portfolio Manager-Equities | |
The Denver Foundation
 The Denver Foundation Miscellaneous Commercial ServicesCommercial Services The Denver Foundation is a charitable organization that awards grants to non-profit organizations in the areas of Arts and Culture, Civic and Education, Health, and Human Services. The foundation's staff covers the following areas: community issues, giving and volunteering, management and administration, and non-profit sector. The Denver Foundation was founded in 1925 and is headquartered in Denver, Colorado. | Miscellaneous Commercial Services | Director/Board Member | |
| NEWMONT CORPORATION | Precious Metals | Corporate Officer/Principal | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
| University of Iowa | College/University | Masters Business Admin | |
| Central College | College/University | Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree | |
| Waterhouse Securities, Inc. | Corporate Officer/Principal | ||
Berger Financial Group LLC
 Berger Financial Group LLC Investment Trusts/Mutual FundsMiscellaneous Part of Janus Henderson Group Plc, Berger Financial Group LLC is a company that manages funds. The company is based in Kansas City, MO. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
El Pomar Foundation
 El Pomar Foundation Investment Trusts/Mutual FundsMiscellaneous El Pomar Foundation engages in the provision of grant making services, community stewardship, and leadership development programs. The company was founded by Spencer Penrose and Julie Penrose in 1937 and is headquartered in Colorado Springs, CO. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Skyline Asset Management Co.
 Skyline Asset Management Co. Investment ManagersFinance Skyline Asset Management Co. (Skyline) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded by Robert DeHaan in 2000 to manage growth and income portfolios. Skyline provides investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Investment Managers | Corporate Officer/Principal | |
R. J. Falkner & Co.
 R. J. Falkner & Co. Investment ManagersFinance RJ Falkner & Co. is an investment research and financial communications firm located in Spicewood, Texas. The firm seeks out undervalued special situations among small-cap stocks that should outperform the overall small-cap market over a 12 to 18 month timeframe. Their objective is to identify such companies before their prospects for growth and solid asset values are recognized by major brokerage firms or the institutional investment community. | Investment Managers | Corporate Officer/Principal | |
Lipper Analytical Services, Inc.
 Lipper Analytical Services, Inc. Commercial Printing/FormsCommercial Services Part of Woodbridge Co. Ltd. /New/, Lipper Analytical Services, Inc. supplies the business community and media with real-time financial data and news services. The company is based in New York, NY. | Commercial Printing/Forms | Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 51 |
Sectorielle
| Finance | 22 |
| Consumer Services | 20 |
| Commercial Services | 4 |
| Miscellaneous | 4 |
| Health Services | 2 |
Opérationnelle
| Portfolio Manager-Equities | 69 |
| Undergraduate Degree | 64 |
| Corporate Officer/Principal | 63 |
| Analyst-Equity | 53 |
| Masters Business Admin | 23 |
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