Stephen Dale Morgan
Director of Investments bei Hancock Whitney Bank (Investment Management)
Ursprung des Netzwerks ersten Grades von Stephen Dale Morgan
Einheit | Art der Einheit | Industrie | |
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University of Wisconsin
262
| College/University | Other Consumer Services | 262 |
Carleton College
24
| College/University | Other Consumer Services | 24 |
Capital One Asset Management LLC
Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management LLC (COAM) is a registered investment advisor headquartered in Houston, Texas. The firm is an investment management division of Capital One N.A. and their ultimate parent is Capital One Financial Corp. (NYSE: COF). They were formerly known as Hibernia Asset Management LLC and were a subsidiary of Hibernia National Bank. COAM's only client is Capital One, N.A. The firm advises Capital One N.A. in managing the assets the bank holds as a fiduciary in its trust and investment management accounts. COAM’s services to the bank include investment policy and asset allocation advice, as well as managing financial asset portfolios. Capital One N.A.'s clients include individuals, banks or thrift institutions, corporations, retirement plans, endowments, foundations, municipalities or other public/government entities, charitable and non-profit organizations, and trusts and estates.
22
| Extinct | Investment Managers | 22 |
Hancock Whitney Bank (Investment Management)
Hancock Whitney Bank (Investment Management) Investment ManagersFinance Whitney Bank, dba Horizon Advisers, is a registered investment advisor located in New Orleans, Louisiana. The firm is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). The manage the Hancock Horizon Funds,
22
| Operating Division | Investment Managers | 22 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Stephen Dale Morgan
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Heller Financial, Inc.
Heller Financial, Inc. Finance/Rental/LeasingFinance Heller Financial, Inc. provided mercantile financing. It was acquired by GE Capital Corp. The company was located in Chicago, IL | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal | |
Jason, Inc.
Jason, Inc. Auto Parts: OEMProducer Manufacturing Jason, Inc. manufactures and markets seating components and industrial equipment. The company was founded in 1985 and is headquartered in Milwaukee, WI. | Auto Parts: OEM | General Counsel | |
Mason Street Advisors LLC
Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
Gardner Lewis Asset Management LP
Gardner Lewis Asset Management LP Investment ManagersFinance Gardner Lewis Asset Management LP (Gardner Lewis) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Chadds Ford, Pennsylvania. The firm was founded in 1990 by W. Whitfield Gardner and John L. Lewis IV. Gardner Lewis provides investment advisory services on a discretionary basis to both managed account clients as well as private pooled investment vehicles it sponsors intended only for sophisticated investors. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Thrivent Investment Management, Inc.
Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Head-Equity Investments Analyst-Equity | |
Foley & Lardner LLP
Foley & Lardner LLP Miscellaneous Commercial ServicesCommercial Services Foley & Lardner LLP engages in the provision of legal services. Its practice areas include employee benefits and executive compensation, environmental, estates and trusts, finance, international tax and transfer pricing, private equity and venture capital, real estate, securities, commodities and exchange regulation, taxation, and transactions. The company was founded by Asahel Finch and William Pitt Lynde on September 8, 1842 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Corporate Officer/Principal Analyst-Equity Comptroller/Controller/Auditor | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Marquette University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
Tulane University (Louisiana) | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
University of New Orleans | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Louisiana State University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Graduate Degree | |
Thrivent Asset Management LLC
Thrivent Asset Management LLC Investment ManagersFinance Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 comprised of various mutual fund series. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Thompson Investment Management, Inc.
Thompson Investment Management, Inc. Investment ManagersFinance Thompson Investment Management, Inc. (TIM) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by John Thompson in 2004. TIM offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
University of St. Thomas (Texas) | College/University | Masters Business Admin Graduate Degree | |
University of Mississippi | College/University | Undergraduate Degree Undergraduate Degree | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
State Bar of Wisconsin
State Bar of Wisconsin Miscellaneous Commercial ServicesCommercial Services State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Graduate Degree Masters Business Admin | |
Goodwill Industries of Southeastern Wisconsin, Inc.
Goodwill Industries of Southeastern Wisconsin, Inc. Miscellaneous Commercial ServicesCommercial Services Goodwill Industries of Southeastern Wisconsin, Inc. provides training, employment, and supportive services. The company was founded on October 6, 1919 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
University of California, Berkeley | College/University | Doctorate Degree Corporate Officer/Principal | |
New York University School of Law | College/University | Graduate Degree Doctorate Degree | |
Steamboat Ventures Management Corp. Inc
Steamboat Ventures Management Corp. Inc Investment ManagersFinance Steamboat Ventures Management Corp. Inc (Steamboat Ventures) is a venture capital subsidiary of The Walt Disney Co founded in 2000 by John R. Ball. The firm is headquartered in Burbank, California. | Investment Managers | Private Equity Analyst | |
University of Wisconsin Law School | College/University | Graduate Degree | |
Community Foundation for the Fox Valley Region, Inc.
Community Foundation for the Fox Valley Region, Inc. Miscellaneous Commercial ServicesCommercial Services The Community Foundation for the Fox Valley Region, Inc. provides local needs support to individuals, families, and businesses. The foundation offers services in the regions of Outagamie, Calumet, Waupaca, Shawano, and Northern Winnebago countries. It was founded in 1986 and is headquartered in Appleton, MI. | Miscellaneous Commercial Services | Director/Board Member | |
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 | Graduate Degree | |
University of Wisconsin System
University of Wisconsin System Other Consumer ServicesConsumer Services The University of Wisconsin System is one of the largest systems of public higher education in the country, serving almost 182,000 students each year and employing more than 32,000 faculty and staff statewide. The UW System is made up of 13 four-year universities, 13 freshman-sophomore UW Colleges campuses, and statewide UW-Extension. Together, these institutions are a tremendous academic, cultural, and economic resource for Wisconsin, the nation, and the world. | College/University | Director/Board Member | |
Reinhart Boerner Van Deuren SC
Reinhart Boerner Van Deuren SC Miscellaneous Commercial ServicesCommercial Services Reinhart Boerner Van Deuren SC provides legal services. Its practices include patent, trademark, copyright licensing, data privacy, health care litigation, and insurance. The firm serves the health care, food and beverage, real estate, and manufacturing industries. The company was founded by William Kaumheimer in 1894 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Greybull Advisors LLC
Greybull Advisors LLC Investment ManagersFinance Greybull Advisors LLC (Greybull Advisors) is a private equity firm founded in 2010 by Mason Myers. The firm is headquartered in Jackson, Wyoming. | Investment Managers | Private Equity Investor | |
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 | |
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 | Corporate Officer/Principal | |
Citibank, Inc. (New York)
Citibank, Inc. (New York) Major BanksFinance Part of Citigroup, Inc., Citibank, Inc. is a commercial bank based in New York, NY. Citibank, Inc. provides commercial banking services. Michael Louis Corbat has been the CEO of the company since 2020. | Major Banks | Consultant / Advisor | |
The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree | |
The World Bank | Supranational | Corporate Officer/Principal | |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Equities |
Statistik
International
Vereinigte Staaten | 47 |
Irland | 2 |
Sektoral
Finance | 24 |
Consumer Services | 15 |
Commercial Services | 8 |
Producer Manufacturing | 3 |
Government | 2 |
Operativ
Corporate Officer/Principal | 117 |
Undergraduate Degree | 100 |
Director/Board Member | 84 |
Portfolio Manager-Equities | 64 |
Analyst-Equity | 63 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Imad Abdul Basit Al-Ghandour | 24 |
Cory Nettles | 23 |
Sean Jacobsohn | 21 |
Robertus Bismarka Kurniawan | 20 |
Michael Franklin | 16 |
Seth I. Friedman | 11 |
Paul Stone | 11 |
Mark Stephens | 10 |
Greg J. Schroeder | 10 |
Adam Patros | 9 |
Nathan Grant | 8 |
Thanavut Pornrojnangkool | 8 |
Spring Hollis | 8 |
David Marcus | 8 |
Jared D. Hobson | 7 |
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