Ursprung des Netzwerks ersten Grades von Joey Patzman
Einheit | Art der Einheit | Industrie | |
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Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations.
8
| Extinct | Investment Managers | 8 |
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.
8
| Subsidiary | Investment Managers | 8 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Joey Patzman
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 | Corporate Officer/Principal | |
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 | Market Strategist | |
IBM | Packaged Software | Corporate Officer/Principal | |
RAYMOND JAMES FINANCIAL, INC. | Investment Managers | Chairman | |
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Analyst-Equity | |
Campbell Newman Asset Management, Inc.
Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Investment Managers | Head-Fixed Income Invts | |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin | |
Accenture LLP
Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Summitry LLC
Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Investment Managers | Analyst-Equity | |
BrightStar Wisconsin Foundation, Inc.
BrightStar Wisconsin Foundation, Inc. Investment ManagersFinance BrightStar Wisconsin Foundation, Inc. operates as an non-profit organization focused on funding for-profit early-stage companies. BSW works with government, educational institutions, other charitable organizations, angel groups and venture funds to identify, invest or co-invest in, mentor and promote fast growing early stage companies to create technology based jobs in Wisconsin. The company was founded in 2013 and is headquartered in Milwaukee, WI. | Investment Managers | Director/Board Member | |
University of Utah | College/University | Undergraduate Degree | |
University of Notre Dame | College/University | Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
Johnson Bank (Wisconsin)
Johnson Bank (Wisconsin) Regional BanksFinance Johnson Bank is an international financial services company offering banking, trust, insurance and investment solutions to individuals, families and businesses. The company was founded by Samuel C. Johnson in 1970 and is headquartered in Racine, WI. | Regional Banks | Corporate Officer/Principal | |
Vanderbilt University | College/University | Undergraduate Degree | |
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 | |
Midland Doherty Ltd. | Corporate Officer/Principal | ||
Ball State University (Indiana) | College/University | Undergraduate Degree | |
Clarica US, Inc.
Clarica US, Inc. Multi-Line InsuranceFinance Clarica US, Inc. is based in Brookfield, WI. Part of Sammons Enterprises, Inc., Clarica US, Inc. is a company that underwrites life and health insurance, reinsurance, and pension schemes. Clarica US was acquired by Midland National Life Insurance Co. from Sun Life Financial, Inc. on January 07, 2003 for $286 million. | Multi-Line Insurance | Corporate Officer/Principal | |
University of Manitoba | College/University | Undergraduate Degree | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Investment Managers | Analyst-Equity | |
Washington & Lee University | College/University | Undergraduate Degree | |
The Carlyle Group LP (Corporate Private Equity)
The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Investor | |
GMT Capital Corp.
GMT Capital Corp. Investment ManagersFinance GMT Capital Corp. is a private, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. It was founded in 1993 by Thomas Claugus. The firm provides discretionary and non-discretionary investment advisory services to their advisory clients, which are private investment vehicles and separately managed accounts, by recommending, or managing and directing, the investment and reinvestment of their assets. | Investment Managers | Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Campbell Mithun, Inc.
Campbell Mithun, Inc. Advertising/Marketing ServicesCommercial Services Campbell Mithun, Inc. provides advertising and marketing communications services. Its services includes read advertising, promotion, interactive, public relations and direct marketing. The company was founded by Ralph Campbell & Ray Mithun in April, 1933 and is headquartered in Minneapolis, MN. | Advertising/Marketing Services | Director of Finance/CFO | |
Hamilton College (New York) | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 39 |
Kanada | 3 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 24 |
Consumer Services | 13 |
Commercial Services | 5 |
Technology Services | 2 |
Operativ
Portfolio Manager-Equities | 18 |
Corporate Officer/Principal | 16 |
Undergraduate Degree | 13 |
Investment Committee Member | 8 |
Analyst-Equity | 8 |
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