Joel Brian Fortney
Keine laufenden Positionen mehr
Ursprung des Netzwerks ersten Grades von Joel Brian Fortney
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
The University of Chicago Booth School of Business
256
| College/University | Other Consumer Services | 256 |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.
160
| Subsidiary | Investment Managers | 160 |
University of Iowa
120
| College/University | Other Consumer Services | 120 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Joel Brian Fortney
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Aviva Investors Americas LLC
 Aviva Investors Americas LLC Investment ManagersFinance Founded in 1997, Aviva Investors Americas LLC is a registered investment advisor headquartered in Des Moines, Iowa. The firm was also previously known as Aviva Capital Management, Inc. Aviva Investors Americas is a subsidiary of Aviva USA Corp. and their ultimate parent is London-based Aviva Plc (LSE: AV). The firm manages assets for life insurance and annuity companies, re-insurance companies and other institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal | |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc. (Artisan Partners Funds) and Artisan Partners Global Funds plc (Artisan Partners Global Funds), an open-ended management investment company. | Investment Managers | Analyst-Equity Analyst-Equity | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity Analyst-Equity | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
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. | Investment Managers | Analyst-Equity Analyst-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree | |
Stockbridge Partners LLC
 Stockbridge Partners LLC Investment ManagersFinance Stockbridge Partners LLC (dba Stockbridge Investors) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 2007 and is wholly-owned by BPSP LP, which is in turn wholly-owned by Berkshire Partners Holdings LLC. Stockbridge Investors serves as the investment manager to certain funds organized in a master-feeder structure. | Investment Managers | Analyst-Equity | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
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 Undergraduate Degree | |
Principal Global Investors (Europe) Ltd.
 Principal Global Investors (Europe) Ltd. Investment ManagersFinance Principal Global Investors (Europe) Ltd. (PGI-Europe) is the London-based subsidiary of Principal Global Investors LLC, itself a subsidiary of Principal Financial Group, Inc. (NYSE: PFG) based in the US. PGI-Europe offers European institutional investors access to the global investment capabilities of the Principal Financial Group through segregated mandates and a range of mutual funds. The firm offers UK pension schemes access to a range of investment capabilities which include equity, specialist fixed-income, currency and real estate strategies. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Investment Committee Member | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Analyst-Fixed Income | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Northern Iowa | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Drake University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Henry B. Tippie College of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Washington State University | College/University | Undergraduate Degree Undergraduate Degree | |
PIMCO Investments LLC
 PIMCO Investments LLC Investment Banks/BrokersFinance PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors. | Investment Banks/Brokers | Market Strategist Market Strategist | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Sunbit, Inc.
 Sunbit, Inc. Information Technology ServicesTechnology Services Sunbit, Inc. builds payment method of the future. Its method Sunbit is the way for retailers to split a purchase into multiple payments, increasing sales and extending the buying power of customers so that retailers to earn more while customers pay less. The company was founded by Arad Levertov, Ornit Dweck-Maizel and Tal Riesenfeld in 2016 and is headquartered in Beverly Hills, CA. | Information Technology Services | Private Equity Investor | |
Excellere Capital Management LLC
 Excellere Capital Management LLC Investment ManagersFinance Excellere Capital Management LLC (Excellere Partners) is a private equity firm founded in 2006 by David L. Kessenich and Rob A. Martin. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor | |
Freeport Financial Partners LLC
 Freeport Financial Partners LLC Investment ManagersFinance Freeport Financial Partners LLC (Freeport Financial Partners) is a private equity firm, a subsidiary of Moelis Asset Management LP founded in 2012. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
| Buzz Internet Marketing Group /US/ | Sales & Marketing | ||
| Creighton University | College/University | Graduate Degree | |
| Central College | College/University | Undergraduate Degree | |
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 | Analyst-Fixed Income | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
Consumer Edge Research LLC
 Consumer Edge Research LLC Investment ManagersFinance Consumer Edge Research LLC, dba Consumer Edge (CE), is an equity research holding firm headquartered in New York City. The firm was founded by Bill Pecoriello in 2009. They offer consumer data solutions for everyone from public and private investors to corporate decision makers and strategists. CE focuses on the global consumer sector such as the beverages, food, cosmetics, household/personal care and tobacco industries. Data is gathered both from global syndicated sources as well as primary research surveys, channel checks and other proprietary data collection. | Investment Managers | Corporate Officer/Principal | |
SpotHero, Inc.
 SpotHero, Inc. Packaged SoftwareTechnology Services SpotHero, Inc. provides mobile applications and website for drivers to find reserve parking spot. The company was founded by Mark Lawrence, Jeremy Smith and Lawrence Kiss in 2011 and is headquartered Chicago, IL. | Packaged Software | Private Equity Investor | |
CardRunners Gaming, Inc.
 CardRunners Gaming, Inc. Packaged SoftwareTechnology Services CardRunners Gaming, Inc. provides online poker gaming solutions. | Packaged Software | Sales & Marketing | |
| The Poker Financing Fund LLC | Founder | ||
| Pontifícia Universidade Católica do Rio de Janeiro | College/University | Undergraduate Degree | |
| Chateau Galston | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 48 |
| Vereinigtes Königreich | 2 |
| Brasilien | 2 |
Sektoral
| Finance | 29 |
| Consumer Services | 16 |
| Technology Services | 4 |
Operativ
| Corporate Officer/Principal | 107 |
| Director/Board Member | 87 |
| Undergraduate Degree | 87 |
| Masters Business Admin | 62 |
| Analyst-Equity | 57 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Timothy Dunbar | 23 |
| Chris Welch | 23 |
| Tze Shyang Puah | 20 |
| Jaime Chico Pardo | 20 |
| Ezra Galston | 17 |
| Maciej Artur Noga | 14 |
| Scott J. Peterson | 11 |
| John Mickelson | 11 |
| Michael Louis Reynal | 10 |
| Babatunde Fajemirokun | 10 |
| Daniel F. Davis | 10 |
| Eric Hansotia | 9 |
| Hao Yu Shen | 8 |
| Drew P. Molinari | 8 |
| Dan Coleman | 8 |
- Börse
- Insiders
- Joel Brian Fortney
- Unternehmensverbindungen
