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Matt Robertson
Analyst-Festverzinsliche Wertpapiere bei Galliard Capital Management LLC
Ursprung des Netzwerks ersten Grades von Matt Robertson
Einheit | Art der Einheit | Industrie | |
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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.
126
| College/University | Other Consumer Services | 126 |
Galliard Capital Management LLC
![]() Galliard Capital Management LLC Investment ManagersFinance Galliard Capital Management LLC (Galliard) is a SEC-registered investment advisor and holding firm headquartered in Minneapolis, Minnesota. The firm was founded in 1995 by Richard Merriman, John Caswell and Karl Tourville. They are a direct, wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately owned by Allspring Group Holdings LLC. Galliard designs fixed income and stable value solutions for institutional investors.
31
| Holding Company | Investment Managers | 31 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Matt Robertson
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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WELLS FARGO & COMPANY | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
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 majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity | |
RBC Global Asset Management (US), Inc.
![]() RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Fixed Income Director of Research - Equity | |
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 Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Pine River Capital Management LP
![]() Pine River Capital Management LP Investment ManagersFinance Pine River Capital Management LP (Pine River) is a SEC-registered investment adviser and hedge fund management firm headquartered in Minnetonka, Minnesota. The firm was founded in 2002 by Brian Taylor and they are a subsidiary of Pine River Holdings LP. Pine River provides investment solutions to qualified clients through commingled hedge funds and bespoke solutions. | Investment Managers | Analyst-Equity Director of Research - 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 | Portfolio Manager-Fixed Income | |
The Leuthold Group LLC (Investment Management)
![]() The Leuthold Group LLC (Investment Management) Investment ManagersFinance The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans. | Investment Managers | Analyst-Equity Analyst-Equity | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
St. Olaf College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Iowa | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
The University of Chicago | College/University | Director/Board Member Masters Business Admin Doctorate Degree | |
Macalester College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income Analyst-Equity | |
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Insight Investment Management Ltd.
![]() Insight Investment Management Ltd. Investment ManagersFinance Insight Investment Management Ltd. provides asset management solutions. It offers services across liability driven investment, fixed income, currency solutions, cash management, absolute return, multi-asset, and real assets, such as farmland. The company was founded on March 16, 1987 and is headquartered in London, the United Kingdom. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
Oxbow Industries LLC
![]() Oxbow Industries LLC Investment ManagersFinance Oxbow Industries LLC (Oxbow Industries) is an private equity firm founded in 2004. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Director of Finance/CFO Private Equity Investor | |
Feltl & Co.
![]() Feltl & Co. Investment Banks/BrokersFinance Feltl & Co. is a securities brokerage and investment banking firm located in Minneapolis, Minnesota. They focus on emerging growth companies, primarily located in the Upper Midwest. They are comprised of two major business lines: the private client group serves individual investors, providing advice on stocks, the equity capital markets group encompasses corporate finance, equity research, institutional equity sales, and equity trading. They are a member of the NASD. | Investment Banks/Brokers | Analyst-Equity Trading-Equity | |
Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
The Curtis L. Carlson School of Management | College/University | Masters Business Admin Consultant / Advisor | |
Reykjavik University | College/University | Graduate Degree | |
Wangard Partners, Inc.
![]() Wangard Partners, Inc. Engineering & ConstructionIndustrial Services Wangard Partners, Inc. provides construction and real estate services. It offers development services for residential, retail, office, industrial, and land. Its services include commercial real estate development, acquisitions, syndication, investment real estate brokerage, and property management. The company was founded in 1985 and is headquartered in Milwaukee, WI. | Engineering & Construction | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Marshall Wace North America LP
![]() Marshall Wace North America LP Investment ManagersFinance Marshall Wace North America LP (MWNA) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2004 and is a subsidiary of MWAM NA Ltd., ultimately held by MW Group LP in Great Britain. MWNA provides advisory services to private collective investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity | |
Golf Galaxy LLC
![]() Golf Galaxy LLC Specialty StoresRetail Trade Golf Galaxy LLC retails golf and golf-related equipment. The company's brands include Callaway Golf, Cobra, Cleveland, PING, Ashworth, Greg Norman, and Nike Golf. The firm was established in April, 1997 by Randall K. Zanatta and Gregory B. Maanum and is headquartered in Eden Prairie, MN. | Specialty Stores | Corporate Officer/Principal | |
Legg Mason, Inc. (Subfiler) | Financial Conglomerates | Corporate Officer/Principal | |
Creighton University | College/University | Undergraduate Degree | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Fixed Income | |
Woodmen of the World Life Insurance Society (Invt Port)
![]() Woodmen of the World Life Insurance Society (Invt Port) Life/Health InsuranceFinance Woodmen of the World Life Insurance Society (Invt Port) (dba WoodmenLife) is the investment portfolio division of Woodmen of the World Life Insurance Society, a not-for-profit fraternal benefit society headquartered in Omaha, Nebraska. WoodmenLife manages client’s investment portfolio. | Life/Health Insurance | Corporate Officer/Principal | |
Ripon College | College/University | Undergraduate Degree | |
University of Delhi | College/University | Undergraduate Degree | |
Allianz Insurance Co.
![]() Allianz Insurance Co. Multi-Line InsuranceFinance Part of Allianz SE, Allianz Insurance Co. provides insurance services. The company is based in Burbank, CA. | Multi-Line Insurance | Corporate Officer/Principal | |
Colliers Securities LLC
![]() Colliers Securities LLC Investment Banks/BrokersFinance Colliers Securities LLC is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ; TSX: CIGI) in Canada. Colliers Securities generally provides brokerage, custody and execution services through a clearing arrangement with National Financial Services LLC, a nonaffiliated firm, member NYSE, SIPC and a Fidelity Investments® Company. | Investment Banks/Brokers | Analyst-Equity | |
Arqaam Securities LLC
![]() Arqaam Securities LLC Investment Banks/BrokersFinance Arqaam Securities LLC is the brokerage arm of Arqaam Capital Ltd. Headquartered in Dubai, the firm was founded in 2004 by Riaf Meliti and offers full spectrum of brokerage services specifically tailored for both retail and institutional investors. Arqaam Securities provides in-depth research on more than 280 listed Middle East and Africa (MEA) companies across 26 countries and 15 sectors, including the largest global coverage of MENA equities. | Investment Banks/Brokers | Corporate Officer/Principal | |
Minnesota State Bar Association
![]() Minnesota State Bar Association Miscellaneous Commercial ServicesCommercial Services Minnesota State Bar Association operates a professional association for attorneys in Minnesota. The company was founded in 1883 and is headquartered in Minneapolis, MN. | Miscellaneous Commercial Services | Director/Board Member |
Statistik
International
Vereinigte Staaten | 46 |
Vereinigtes Königreich | 2 |
Island | 2 |
Indien | 2 |
Vereinigte Arabische Emirate | 2 |
Sektoral
Finance | 30 |
Consumer Services | 16 |
Commercial Services | 3 |
Industrial Services | 2 |
Retail Trade | 2 |
Operativ
Corporate Officer/Principal | 102 |
Undergraduate Degree | 98 |
Masters Business Admin | 47 |
Director/Board Member | 46 |
Analyst-Equity | 42 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Artur Piotr Jedrzejewski | 28 |
Andrew Owen | 17 |
Reatha Clark King | 13 |
Thompson Aderinkomi | 11 |
Vishal Khanduja | 11 |
Mark Marlow | 10 |
David Foster | 9 |
Andrew Nowinski | 9 |
Matthew Atkinson | 9 |
Imad Abdullah | 8 |
Bob Campbell | 8 |
Leah Berend | 8 |
Amy Thornton | 7 |
Chad Michael Callahan | 7 |
Jason Deleeuw | 7 |
- Börse
- Insiders
- Matt Robertson
- Unternehmensverbindungen