Mike Kalbfleisch
Portfolio Manager-Aktien bei Fiera Capital, Inc.
Ursprung des Netzwerks ersten Grades von Mike Kalbfleisch
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations.
38
| Subsidiary | Investment Managers | 38 |
Apex Capital Management, Inc.
 Apex Capital Management, Inc. Investment ManagersFinance Founded by Nitin Kumbhani in 1987, Apex Capital Management, Inc. is a registered investment advisor located in Dayton, Ohio. The firm provides discretionary investment management services to individual and institutional clients.
6
| Extinct | Investment Managers | 6 |
Flagship Financial Corp.
4
| Extinct | Finance/Rental/Leasing | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mike Kalbfleisch
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal | |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Investment Managers | Corporate Officer/Principal Investment Committee Member Corporate Officer/Principal | |
Knights of Columbus, Inc.
 Knights of Columbus, Inc. Investment Trusts/Mutual FundsMiscellaneous Knights of Columbus provides educational, charitable, religious, social welfare, war relief and public relief works. It offers Christian refugee relief fund, disaster relief, ultra sound initiative, and coats for kids. The company was founded by Michael J. McGivney on February 6, 1882 and is headquartered in New Haven, CT. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree | |
| CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
| University of Virginia | College/University | Graduate 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 | |
Montrusco Bolton Investments, Inc.
 Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton Investments, Inc. (Montrusco Bolton) is an independent asset management firm headquartered in Montreal, Canada. Founded in 1946, Montrusco Bolton provides investment management services to individuals, including high net-worth individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or other business entities and to several private investment funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Oxford | College/University | Doctorate Degree | |
| McGill University | College/University | Masters Business Admin Undergraduate Degree | |
| Xavier University | College/University | Masters Business Admin Masters Business Admin | |
| KPMG International /Dispute Advisory Services Unit/ | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Director/Board Member Masters Business Admin | |
| Ithaca College | College/University | Undergraduate Degree | |
| Lafayette College | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
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 Masters Business Admin | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Masters Business Admin | |
| University of Michigan | College/University | Graduate Degree | |
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. | College/University | Graduate Degree | |
| West Virginia University | College/University | Undergraduate Degree Undergraduate Degree | |
| Wright State University (Ohio) | College/University | Undergraduate Degree Masters Business Admin | |
Bloomberg, Inc.
 Bloomberg, Inc. Internet Software/ServicesTechnology Services Bloomberg, Inc. provides market data research and publishing services. It offers online publishing and marketing services. The firm provides data, news, analytics and solutions for professional, corporate and government. The company is headquartered in New York, NY. | Internet Software/Services | Corporate Officer/Principal | |
| State University of New York at Binghamton | College/University | Undergraduate Degree | |
Fiera Holdings, Inc.
 Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital, Inc. is a Canada-based independent investment advisor headquartered in Montreal with an additional office in Toronto. The firm was founded in 1983 and was formerly known as Fiera YMG Capital. Fiera Capital offers a range of traditional and quantitative products for institutional investors, retail and private clients, and third-party funds. | Investment Managers | Head-Equity Investments Analyst-Equity | |
Bank of America NA (New York Branch)
 Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
| FIERA CAPITAL CORPORATION | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
PineStone Asset Management, Inc.
 PineStone Asset Management, Inc. Investment ManagersFinance PineStone Asset Management, Inc. (PineStone) is a boutique investment manager headquartered in Montréal, Canada. The firm was founded by Nadim Rizk in 2021 as StonePine Asset Management, Inc. PineStone provides advisory services to a broad range of institutional, private wealth clients and to the Funds offered to certain investors on a private placement basis as well as private funds sub-advised by PineStone. | Investment Managers | Chief Executive Officer Director of Research - Equity | |
| Weatherhead School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Municipal Securities Rulemaking Board
 Municipal Securities Rulemaking Board Investment ManagersFinance The Municipal Securities Rulemaking Board is a regulatory organization that oversees the municipal securities market in the United States. The private company is based in Alexandria, VA. Nanette Lawson has been the CEO of the company since 2011. The board was established by Congress in 1975 to protect investors and promote a fair and efficient market for municipal securities. The board sets rules and standards for underwriters, dealers, and municipal advisors, and provides market transparency through its Electronic Municipal Market Access (EMMA) system. | Investment Managers | Director/Board Member | |
Delegate Advisors LLC
 Delegate Advisors LLC Investment ManagersFinance Delegate Advisors LLC operates as a fee-only, independent advisor. It provides institutional quality, independent, objective investment and advisory solutions. The company was founded by Dennis Michael Miner in January 2012 and is headquartered in Chapel Hill, NC. | Investment Managers | President | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 41 |
| Kanada | 8 |
| Vereinigtes Königreich | 2 |
Sektoral
| Consumer Services | 25 |
| Finance | 20 |
| Miscellaneous | 4 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 79 |
| Undergraduate Degree | 38 |
| Portfolio Manager-Equities | 36 |
| Portfolio Manager-Fixed Income | 25 |
| Director/Board Member | 22 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Judith Greffin | 18 |
| Carolyn Nannini Dolan | 11 |
| Nitin Kumbhani | 11 |
| Ben Thompson | 10 |
| Anindya Chatterjee | 10 |
| Judy Wesalo Temel | 9 |
| Mark Jurish | 9 |
| Geoffrey Brian Doyle | 8 |
| Jan Terbrueggen | 8 |
| Nadim Victor Rizk | 8 |
| Andrew Chan | 8 |
| Jonathan Edward Lewis | 8 |
| Joe Abraham | 8 |
| Miriam Legrand | 7 |
| Iraj Kani | 7 |
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