Matt Ward
Head-Equity Investments bei Atalanta Sosnoff Capital LLC
Ursprung des Netzwerks ersten Grades von Matt Ward
Einheit | Art der Einheit | Industrie | |
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Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans
7
| Extinct | Investment Managers | 7 |
Atalanta Sosnoff Capital LLC
Atalanta Sosnoff Capital LLC Investment ManagersFinance Atalanta Sosnoff Capital LLC (ASC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin T. Sosnoff in 1981. ASC provides investment advisory services on a discretionary basis to separately managed accounts which includes individuals, trusts, tax exempt funds (such as pension, annuity and profit-sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations.
7
| Private Company | Investment Managers | 7 |
Franklin Templeton Investor Services LLC
Franklin Templeton Investor Services LLC Financial ConglomeratesFinance Franklin Templeton Investor Services LLC provides investment and underwriting services. The company is headquartered in Rancho Cordova, CA.
2
| Subsidiary | Financial Conglomerates | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Matt Ward
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Private Equity Investor | |
FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin | |
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 | |
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a 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 discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Investment Managers | Chief Operating Officer | |
Atalanta Sosnoff Management LLC
Atalanta Sosnoff Management LLC Investment ManagersFinance Founded in 1982, Atalanta Sosnoff Management LLC (ASM) is a wealth management firm and registered investment advisor located in New York City. The firm is wholly-owned by Atalanta Sosnoff Capital LLC (ASC), a registered investment advisor retained by ASM as the sub advisor on all of their clients’ accounts. All investment decisions made on behalf of ASM's client accounts are made by members of ASC’s Investment Committee. ASM provides investment advisory services on a discretionary and non-discretionary basis to provides investment advisory services on a discretionary and non-discretionary basis to separately managed accounts including individuals, trusts, tax exempt funds (such as pension and profit sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations. | Investment Managers | President Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Director of Research - Equity Investment Committee Member Portfolio Manager-Fixed Income | |
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 | |
Levin Capital Strategies LP
Levin Capital Strategies LP Investment ManagersFinance Levin Capital Strategies LP (LCS) is a registered investment advisory firm headquartered in New York City. The firm was founded by John A. Levin in 2005 and is a direct subsidiary of John A. Levin 2005 Separation Trust. LCS provides discretionary or non-discretionary investment advice and/or management services to separately managed accounts and a private pooled investment vehicle that is offered to investors on a private placement basis. | Investment Managers | Portfolio Manager-Equities | |
INDEPENDENCE REALTY TRUST, INC. | Real Estate Investment Trusts | Director/Board Member | |
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 Masters Business Admin | |
ADA Investments, Inc.
ADA Investments, Inc. Investment ManagersFinance ADA Investments, Inc. is a private company based in Toronto, Canada. | Investment Managers | Private Equity Investor | |
University of Missouri | College/University | Masters Business Admin | |
Harbor Capital Advisors, Inc.
Harbor Capital Advisors, Inc. Investment ManagersFinance Harbor Capital Advisors, Inc. (Harbor Capital) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1983 to manage the pension and retirement plan assets of their former parent company, OI Glass, Inc. In June of 2001, the firm was acquired by ORIX Corp. Europe N.V. (formerly known as Robeco Groep N.V.) and is currently a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by Orix Corp. (TYO: 8591, ADR: IX) in Japan. Harbor Capital provides discretionary investment advisory services to investment companies, a collective investment trust and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Shields Asset Management, Inc.
Shields Asset Management, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., Shields Asset Management, Inc. is an American company that manages pension assets. The company is located in the US. Shields Asset Management was acquired by AllianceBernstein LP from Xerox Corp. on June 10, 1993 for $85 million. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Undergraduate Degree | |
State University of New York College at Oswego | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
Pace University | College/University | Corporate Officer/Principal Masters Business Admin | |
State University of New York at Albany | College/University | Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree | |
Dancing Bear Cellars LLC
Dancing Bear Cellars LLC Food DistributorsDistribution Services Part of Drinks Americas Holdings Ltd., Dancing Bear Cellars LLC is a distributor of alcoholic beverages. The company is based in New York, NY. The company was founded by Eric L. Munson. Dancing Bear Cellars was acquired by Drinks Americas Holdings Ltd. on September 15, 2005. | Food Distributors | Founder | |
Alliance Capital Corp.
Alliance Capital Corp. Finance/Rental/LeasingFinance Alliance Capital Corp. provides equipment financing and leasing services. It offers capital, operating, TRAC lease services. The company was founded in 1995 and is headquartered in Minneapolis, MN. | Finance/Rental/Leasing | Corporate Officer/Principal | |
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-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Easterly Investment Partners LLC
Easterly Investment Partners LLC Investment ManagersFinance Easterly Investment Partners LLC (Easterly) is a SEC-registered investment advisor headquartered in Beverly, Massachusetts. The firm was founded in 2018 as Levin Easterly Partners LLC. They are a wholly owned subsidiary of LE Partners Holdings LLC, ultimately held by Easterly Asset Management LP. Easterly provides investment advice to (1) Separately Managed Accounts, Registered Funds and Sub-Advised Funds on a discretionary basis and (2) Model Portfolios on a non-discretionary basis. The firm’s separately managed accounts include corporations, pension plans (both US and foreign), large institutional accounts, endowments, foundations, high net worth individuals, and trusts. | Investment Managers | Analyst-Equity | |
Adit Ventures Management LLC
Adit Ventures Management LLC Investment ManagersFinance Adit Ventures Management LLC (Adit Ventures) is a venture capital firm founded in 2014 by Daniel Francis McCooey and Eric Lawrence Munson. The firm is headquartered in New York. | Investment Managers | Founder | |
University of California | College/University | Undergraduate Degree | |
Granite Investment Partners LLC
Granite Investment Partners LLC Investment ManagersFinance Granite Investment Partners LLC (Granite) is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Segundo, California. Granite was founded in 2009 and offers investment advisory services to institutional clients which include employee benefit plans, foundations, endowment, government entities and private funds well as high-net-worth individuals. | Investment Managers | Portfolio Manager-Equities |
Statistik
International
Vereinigte Staaten | 39 |
Kanada | 2 |
Sektoral
Finance | 27 |
Consumer Services | 12 |
Technology Services | 2 |
Distribution Services | 2 |
Operativ
Analyst-Equity | 24 |
Corporate Officer/Principal | 21 |
Director/Board Member | 17 |
Portfolio Manager-Equities | 15 |
Undergraduate Degree | 14 |