James Botsko
Portfolio Manager-Aktien bei Greenleaf Asset Management, Inc.
Ursprung des Netzwerks ersten Grades von James Botsko
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Fifth Third Bank, NA (Investment Management)
 Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.
66
| Operating Division | Investment Managers | 66 |
Greenleaf Asset Management, Inc.
 Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations.
13
| Subsidiary | Investment Managers | 13 |
Calvin University
12
| College/University | Other Consumer Services | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von James Botsko
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Xavier University | College/University | Masters Business Admin Masters Business Admin Director/Board Member Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Dayton | College/University | Masters Business Admin Undergraduate Degree Undergraduate 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 | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Stephen M. Ross School of Business | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Western Michigan University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Miami University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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-Equity Analyst-Equity | |
| St. Louis University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Louisville | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Tennessee | College/University | Graduate Degree Masters Business Admin | |
| Davenport University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Greenleaf Trust
 Greenleaf Trust Investment ManagersFinance Greenleaf Trust is an independent Michigan-chartered trust-only bank that specializes in wealth management, trust and estate administration, and administration of company-sponsored retirement plans. The American company has offices in several locations including Traverse City and Bay Harbor. The private company provides highly personalized and customized client service through their unique, client-centric team approach, with no conflicts of interest, to ensure their clients' financial security from generation to generation. Greenleaf Trust is a wealth management firm with specialized disciplines in asset management, trust administration, and retirement plan service. Michael F. Odar has been the CEO of the company since 1999. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
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 Chief Executive Officer | |
The Tokarz Group Advisers LLC
 The Tokarz Group Advisers LLC Investment ManagersFinance The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
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 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 | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Sewanee-The University of the South | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leeds School of Business | College/University | Masters Business Admin | |
| Centre College | College/University | Undergraduate Degree | |
| Emory University | College/University | Masters Business Admin | |
Atomic Object LLC
 Atomic Object LLC Packaged SoftwareTechnology Services Atomic Object LLC designs and develops web, mobile, desktop and device related software. The firm serves automotive, healthcare, education, and financial services industries. The company was founded by Bill Bereza and Carl Erickson in 2001and is headquartered in Grand Rapids, MI. | Packaged Software | Sales & Marketing | |
| University of Florida | College/University | Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree | |
The Clearing House
 The Clearing House Regional BanksFinance The Clearing House provides check clearance and settlement services for banks. The company was founded in 1853 and is headquartered in New York, NY. | Regional Banks | Director/Board Member | |
Bank Policy Institute
 Bank Policy Institute Financial ConglomeratesFinance Bank Policy Institute is a nonpartisan public policy, research, and advocacy group that represents the leading banks in the United States. The private company is based in Washington and has subsidiaries in the United States. The American company's mission is to support the economy, consumers, and the financial system by providing daily assistance. | Financial Conglomerates | Corporate Officer/Principal | |
Cintrifuse
 Cintrifuse Miscellaneous Commercial ServicesCommercial Services Cintrifuse is a startup ecosystem that aims to make Greater Cincinnati the number one startup hub in the world. Cintrifuse is based in Cincinnati, OH, and has subsidiaries in the United States. The private company inspires ideas, empower founders, attract investors, and lure talent to the region. The company offers startup services, including insight, membership, and mentorship, and a strategic fund of funds that connects a broad network of venture capital, startups, and solutions. | Miscellaneous Commercial Services | Director/Board Member | |
The Consumer Bankers Association
 The Consumer Bankers Association Miscellaneous Commercial ServicesCommercial Services The Consumer Bankers Association focuses on retail banking. The company was founded in 1919 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
| FIFTH THIRD BANCORP | Regional Banks | Chief Executive Officer | |
| Clark Atlanta University | College/University | Masters Business Admin | |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities | |
| Western Illinois University | College/University | Undergraduate Degree | |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
| Lindenwood University | College/University | Undergraduate Degree | |
Zipments Corp.
 Zipments Corp. Packaged SoftwareTechnology Services Zipments Corp. operates an online platform for local delivery services. It provides consumers, retailers, and other businesses with a platform for same-day local delivery solutions. The firm offers online and mobile tools for tracking deliveries in real-time. The company was founded by Garrick Pohl, Elliot Nelson, and Travis Brack and is headquartered in New York, NY. | Packaged Software | Founder | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
FSI Group LLC
 FSI Group LLC Investment ManagersFinance FSI Group LLC (FSIG) is an independent hedge fund management firm headquartered in Upper Arlington, Ohio. The firm was founded by Steven and John Stein in 1995 to manage Financial Stocks LP, a long/short equity hedge fund focused in Financial Services sector. | Investment Managers | Analyst-Equity | |
| The Good Samaritan Hospital Foundation | Director/Board Member | ||
| University of Virginia | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Consumer Services | 29 |
| Finance | 17 |
| Technology Services | 3 |
| Commercial Services | 3 |
Operativ
| Undergraduate Degree | 86 |
| Portfolio Manager-Equities | 73 |
| Corporate Officer/Principal | 73 |
| Masters Business Admin | 33 |
| Analyst-Equity | 29 |
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