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Andrew Zalic
Portfolio Manager-Aktien bei MAI Capital Management LLC
Ursprung des Netzwerks ersten Grades von Andrew Zalic
Einheit | Art der Einheit | Industrie | |
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MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms.
27
| Subsidiary | Investment Managers | 27 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Andrew Zalic
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Victory Capital Management, Inc. (Investment Management)
![]() Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | President Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin | |
Baldwin-Wallace College | College/University | Undergraduate Degree Masters Business Admin | |
Spears, Benzak, Salomon & Farrell, Inc.
![]() Spears, Benzak, Salomon & Farrell, Inc. Investment ManagersFinance Part of KeyCorp, Spears, Benzak, Salomon & Farrell, Inc. is an investment management firm. The company is based in White Plains, NY. The company was founded by Vince D. Farrell. Spears, Benzak, Salomon & Farrell was acquired by KeyCorp on April 13, 1995. | Investment Managers | Chief Tech/Sci/R&D Officer Chief Operating Officer | |
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 | Corporate Officer/Principal | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Carnegie Capital Asset Management LLC
![]() Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Investment Managers | Portfolio Manager-Equities | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal | |
CW Industrial Partners LLC
![]() CW Industrial Partners LLC Investment ManagersFinance CW Industrial Partners LLC (CW Industrial Partners) is a private equity firm founded in 1999 by Rob G McCreary. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Corporate Officer/Principal | |
University of Dayton | College/University | Undergraduate Degree | |
Cleveland State University | College/University | Undergraduate Degree | |
Georgia State University | College/University | Masters Business Admin | |
daVinci Capital Group
![]() daVinci Capital Group Financial ConglomeratesFinance daVinci Capital Group operates as a financial investment firm. The private company is based in Menlo Park, CA. The company was founded by Oleg Viktorovich Jelezko. | Financial Conglomerates | Corporate Officer/Principal | |
Weatherhead School of Management | College/University | Masters Business Admin | |
The State University of New York | College/University | Undergraduate Degree | |
Connor B Judge Foundation
![]() Connor B Judge Foundation Miscellaneous Commercial ServicesCommercial Services Founded in 2014, Connor B Judge Foundation is a non-profit organization that engages in raising awareness and supporting research for NMOSD and related autoimmune disorders. Part of The Sumaira Foundation, Inc., the company is based in Avon, OH. Connor B Judge Foundation was acquired by The Sumaira Foundation, Inc. on August 04, 2022. | Miscellaneous Commercial Services | President | |
Washington University in St. Louis | College/University | Graduate Degree | |
Asset Management Corp. (Illinois)
![]() Asset Management Corp. (Illinois) Investment ManagersFinance Asset Management Corp., dba Asset Management Group, Ltd. (AMG), is a SEC-registered investment advisor and wealth management firm headquartered in Northbrook, Illinois. The firm was founded by Glenn A. Movish in 1990. In 2023, they were acquired by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center. AMG provides financial planning, retirement consulting, investment management services, and the selection of third-party money managers to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities on a discretionary and nondiscretionary basis. | Investment Managers | Chief Executive Officer | |
John Carroll University | College/University | Undergraduate Degree | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
University of North Florida | College/University | Masters Business Admin | |
University of New Hampshire | College/University | Undergraduate Degree | |
Townsend Group Investments, Inc.
![]() Townsend Group Investments, Inc. Investment ManagersFinance Townsend Group Investments, Inc. provides investment advice. The private company is based in Malibu, CA. | Investment Managers | Corporate Officer/Principal | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Pacific Investment Management Co. LLC
![]() Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal | |
Fifth Third Bank, NA (Cincinnati, Ohio)
![]() Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Bowling Green State University | College/University | Undergraduate Degree | |
Tolleson Private Wealth Management LP
![]() Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Investment Managers | Analyst-Fixed Income | |
California State University-Los Angeles | College/University | Masters Business Admin | |
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 | |
Cleveland-Marshall College of Law | College/University | Graduate Degree | |
DF Institute LLC
![]() DF Institute LLC Miscellaneous Commercial ServicesCommercial Services Kaplan Professional provides educational and professional training services. The company is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Akron
![]() University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 51 |
Sektoral
Finance | 26 |
Consumer Services | 24 |
Commercial Services | 3 |
Operativ
Corporate Officer/Principal | 36 |
Undergraduate Degree | 23 |
Portfolio Manager-Equities | 22 |
Director/Board Member | 18 |
Analyst-Equity | 10 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Scott D. Roulston | 17 |
Rick Buoncore | 13 |
Chris Grisanti | 11 |
Lynne Marie Lawrence | 8 |
Jason Edward Putman | 6 |
Remus Srebrenco Tomici | 6 |
Jerry Gray | 6 |
Seth Eric Shalov | 5 |
Kurt David Nye | 5 |
Michael Reigle Wagner | 5 |
Amy Saban | 5 |
Art Merriman | 5 |
Laura J. Moran | 5 |
Tom Schrock | 5 |
Dave Kolpak | 5 |
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