Provenance du réseau au premier degré de Todd R. Schwartz
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
105
| Subsidiary | Investment Managers | 105 |
RiverSource Investments LLC
 RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program.
71
| Extinct | Investment Managers | 71 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Todd R. Schwartz via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | General Counsel Corporate Officer/Principal | |
| NUVEEN OHIO QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| NUVEEN SELECT TAX-FREE INCOME PORTFOLIO | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| NUVEEN VIRGINIA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| TRI-CONTINENTAL CORPORATION | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Head-Equity Investments Head-Equity Investments Corporate Officer/Principal Trading-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Chairman Corporate Officer/Principal Corporate Officer/Principal | |
Hunt Valley Wealth
 Hunt Valley Wealth Investment ManagersFinance Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Founder Portfolio Manager-Equities | |
Dynamic Ideas LLC
 Dynamic Ideas LLC Miscellaneous Commercial ServicesCommercial Services Dynamic Ideas LLC provides quantitative analysis and portfolio optimization consulting services. The firm publishes books with ideas in the areas of analytics, operations research, and their applications. The company was founded by Dimitris J. Bertsimas and is headquartered in Belmont, MA. | Miscellaneous Commercial Services | Founder Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Doctorate Degree Doctorate 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 | Graduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Drake University | College/University | Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| National Technical University of Athens | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| Metropolitan State University | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
Northwestern Mutual Capital LLC
 Northwestern Mutual Capital LLC Investment ManagersFinance Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
| American Express Financial Advisors, Inc. | Human Resources Officer Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Fixed Income Chief Executive Officer Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Equities Director of Research - Fxd Inc Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Fixed Income Invts Analyst-Equity Head-Fixed Income Invts Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts Analyst-Fixed Income | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Economist Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Director of Research - Equity Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity | |
SAVVI Financial LLC
 SAVVI Financial LLC Investment ManagersFinance SAVVI Financial LLC operates as an investment advisor. The company was founded by Dimitris Bertsimas, Gina Mourtzinou, Steve Kokkotos, Alex Sauer-Budge and Adrian Becker in 2013 and is headquartered in Waltham, MA. | Investment Managers | Founder Chief Executive Officer Founder Founder | |
| The Curtis L. Carlson School of Management | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 50 |
| Grèce | 2 |
Sectorielle
| Miscellaneous | 24 |
| Consumer Services | 14 |
| Finance | 13 |
| Commercial Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 280 |
| Portfolio Manager-Equities | 116 |
| Undergraduate Degree | 88 |
| Analyst-Equity | 65 |
| Portfolio Manager-Fixed Income | 47 |
Relations les plus connectées
| Insiders | |
|---|---|
| Michael Scott Hamilton | 102 |
| Douglas J. White | 82 |
| Ted Truscott | 24 |
| Louise Parent | 12 |
| Tim Palmer | 12 |
| Dimitris J. Bertsimas | 11 |
| Caroline Stockdale | 11 |
| Kevin J. Callahan | 10 |
| Tom Mahowald | 10 |
| Nina Ruth Hughes | 9 |
| Michelle M. Keeley | 9 |
| Paul Anthony Rokosz | 9 |
| Ann B. Schulte | 8 |
| Keith B. Hembre | 8 |
| Mark A. Hesse-Withbroe | 8 |
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