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Ursprung des Netzwerks ersten Grades von David Trotter
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Pennant Management, Inc.
![]() Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund.
6
| Extinct | Investment Managers | 6 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von David Trotter
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
THE ZIEGLER COMPANIES, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
CIB MARINE BANCSHARES, INC. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Investment Managers | Analyst-Equity | |
Norcross Securities
![]() Norcross Securities Investment Banks/BrokersFinance Part of RA Global Services, Inc., Norcross Securities is a securities broker-dealer. The company is based in Phoenix, AZ. Norcross Securities was acquired by RA Global Services, Inc. on March 11, 1992. | Investment Banks/Brokers | Corporate Officer/Principal | |
Benedictine University | College/University | Masters Business Admin | |
Eastern Illinois University | College/University | Undergraduate Degree | |
Salem Trust Co.
![]() Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Salem Trust Co. operates an investment trust. It's services include benefit and invoice payments, global tax reclamation, class action lawsuit processing, and annual verification letter. The company is headquartered in Tampa, FL. | Investment Trusts/Mutual Funds | Corporate Officer/Principal 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 | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
University of Illinois | College/University | Undergraduate Degree | |
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 | |
Greater Milwaukee Foundation, Inc.
![]() Greater Milwaukee Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Greater Milwaukee Foundation Inc. provides community and personalized services. It identifies important community needs and concerns and works with its donors to support programs bringing about positive change to people and communities. The organization was founded in 1915 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member | |
Carroll University, Inc. | College/University | Undergraduate Degree | |
Brookstone Capital Management LLC
![]() Brookstone Capital Management LLC Investment ManagersFinance Brookstone Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded by Nadim K. Zayed in 2006 and is owned by AL BCM LLC, which is owned by AmeriLife Group LLC. BCM provides investment advice to individuals, pension and/ or profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Chief Investment Officer | |
Brookstone Asset Management LLC
![]() Brookstone Asset Management LLC Investment ManagersFinance Brookstone Asset Management LLC (Brookstone AM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2011 and formerly known as FormulaFolio Investments LLC. They are solely owned by Brookstone Capital Management LLC, which is ultimately owned by AmeriLife Group LLC. Brookstone AM provides investment services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Chief Investment Officer |
Statistik
International
Vereinigte Staaten | 23 |
Sektoral
Finance | 14 |
Consumer Services | 8 |
Miscellaneous | 2 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 13 |
Portfolio Manager-Equities | 7 |
Undergraduate Degree | 7 |
Portfolio Manager-Fixed Income | 5 |
Analyst-Equity | 4 |
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