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Ursprung des Netzwerks ersten Grades von Christopher David Bole
Einheit | Art der Einheit | Industrie | |
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Columbus Circle Investors
![]() Columbus Circle Investors Investment ManagersFinance Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates.
13
| Subsidiary | Investment Managers | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Christopher David Bole
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Fred Alger Management LLC
![]() Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1964, the firm is wholly-owned by Alger Group Holdings LLC, which is wholly-owned by Alger Associates, Inc. FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through third-party sponsored funds and bank sponsored collective investment trusts; and to retail investors through wrap programs and US and foreign registered funds. | Investment Managers | Analyst-Equity | |
Gagnon Securities LLC
![]() Gagnon Securities LLC Investment ManagersFinance Gagnon Securities LLC is an independent registered investment advisor headquartered in New York City. The firm was founded in 2000 by Neil Gagnon, Brian Gagnon and Maureen Drew. Gagnon Securities manages individual brokerage accounts on a discretionary basis for individuals, retirement accounts, trusts, custodial accounts, and other institutions and business entities. | Investment Managers | Portfolio Manager-Equities | |
Tokio Marine Asset Management (USA) Ltd.
![]() Tokio Marine Asset Management (USA) Ltd. Investment ManagersFinance Tokio Marine Asset Management USA Ltd. (TMAM USA) is a registered investment advisor headquartered New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of Tokio Marine Asset Management Co. Ltd. (TMAM), ultimately held by Tokio Marine Holdings, Inc. (TYO: 8766) in Japan. TMAM USA provides customized investment management or advisory services on both a discretionary and non-discretionary basis as a sub-investment manager or sub-investment advisor to TMAM on behalf of privately offered, foreign pooled investment vehicles offered only to foreign investors and offshore managed accounts. | Investment Managers | Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
Ridgecrest Investment Management LLC
![]() Ridgecrest Investment Management LLC Investment ManagersFinance Ridgecrest Investment Management LLC is an investment advisor located in New York City | Investment Managers | Analyst-Equity | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
University of Pittsburgh | College/University | Graduate Degree | |
Sumitomo Mitsui Banking Corp.
![]() Sumitomo Mitsui Banking Corp. Major BanksFinance Sumitomo Mitsui Banking Corp. engages in the provision of financial services centered on banking. It operates through the following business segments: Wholesale, Retail, International, Market Sales, and Headquarters Management. The Wholesale segment covers business for customers of large and medium-sized companies in Japan. The Retail segment handles business for domestic individuals and SME customers. The International segment comprises of business for overseas Japanese and non-Japanese companies. The Market Sales segment corresponds to financial market business. The Headquarters Management segment includes all other businesses not covered by other segments. The company was founded in April 2001 and is headquartered in Tokyo, Japan. | Major Banks | Portfolio Manager-Fixed Income | |
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 | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Hofstra University | College/University | Masters Business Admin Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
VOLTA INC. | Specialty Stores | Investor Relations Contact | |
Lehigh University | College/University | Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Columbia College (New York) | College/University | Undergraduate Degree | |
Ziff Brothers Investments LLC
![]() Ziff Brothers Investments LLC Investment ManagersFinance Founded in 1992, Ziff Brothers Investments LLC is a hedge fund manager located in New York City. The firm is the primary investment vehicle of the Ziff family, founders of Ziff-Davis Publishing. | Investment Managers | Analyst-Equity | |
Federated Investment Management Co.
![]() Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Portfolio Manager-Equities | |
City National Rochdale Strategic Credit Fund
![]() City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Compliance Officer | |
City National Rochdale Select Strategies Fund
![]() City National Rochdale Select Strategies Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Select Strategies Fund functions as a closed-end investment fund or Investment trust. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Compliance Officer | |
City National Rochdale High Yield Alternative Strategies Maste | Compliance Officer | ||
City National Rochdale High Yield Alternative Strategies Fund | Compliance Officer | ||
City National Rochdale High Yield Alternative Strategies Tei | Compliance Officer | ||
McGill University | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree | |
Tepper School of Business | College/University | Masters Business Admin | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity | |
Fairfield University | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 37 |
Japan | 2 |
Kanada | 2 |
Sektoral
Finance | 19 |
Consumer Services | 13 |
Miscellaneous | 4 |
Commercial Services | 2 |
Retail Trade | 2 |
Operativ
Analyst-Equity | 21 |
Portfolio Manager-Equities | 9 |
Undergraduate Degree | 9 |
Compliance Officer | 7 |
Corporate Officer/Principal | 6 |
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