Ursprung des Netzwerks ersten Grades von William N. Adams
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.
41
| Subsidiary | Investment Managers | 41 |
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles.
12
| Subsidiary | Investment Managers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von William N. Adams
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLC
 Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Head-Equity Investments | |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Vaughan Nelson Investment Management LP
 Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Kelley School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Olin Business School | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Northwestern University School of Law | College/University | Graduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Undergraduate Degree | |
Options Solutions LLC
 Options Solutions LLC Investment ManagersFinance Bosun Asset Management LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Ilinois. The firm was founded in 2020 as Options Solutions LLC. They are a subsidiary of Bosun Holdings LLC, owned by Hempstead Holdings LLC. Bosun Asset Management provides discretionary investment advice to separately managed accounts (SMAs) and one or more pooled investment vehicles structured as private funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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-Equity | |
| Indiana University | College/University | Undergraduate Degree Graduate Degree | |
| University of Kansas | College/University | Masters Business Admin 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 | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
William Blair & Co. LLC (Investment Management)
 William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Investment Managers | Analyst-Equity | |
Ipreo Holdings LLC
 Ipreo Holdings LLC Packaged SoftwareTechnology Services Ipreo Holdings LLC provides market intelligence, deal execution platforms and investor communications solutions. Its services include markets analytics, investment community profiles and contact information, deals data, data feeds and entity data management solutions. The firm has offices in New York, London, Maryland, and Delhi. The company was founded on December 18, 2006 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal | |
| Universidad de Buenos Aires | College/University | Graduate Degree | |
| Bucknell University | College/University | Undergraduate Degree | |
Taiyo Pacific Partners LP
 Taiyo Pacific Partners LP Investment ManagersFinance Taiyo Pacific Partners LP (Taiyo) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 2001 by Brian Heywood, Michael King and John Hammond. They were acquired in 2022 by Yamauchi-No.10 Family Office in Japan. Taiyo provides investment advisory services to customized investment vehicles for particular investors and pooled investment vehicles, and to separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
| Sophia University | College/University | Masters Business Admin | |
Marquette Associates, Inc.
 Marquette Associates, Inc. Investment ManagersFinance Marquette Associates, Inc. (MAI) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1986, MAI provides investment consulting services to institutions, individuals, families, trusts, and charitable organizations or other business entities. | Investment Managers | Private Equity Investor | |
Concord Health Partners LLC
 Concord Health Partners LLC Investment ManagersFinance Concord Health Partners LLC (Concord Health Partners) is a venture capital firm founded in 2017 by Joseph Swedish and James Olsen. The firm headquartered in Summit, New Jersey. | Investment Managers | Private Equity Investor | |
| Miami University | College/University | Undergraduate Degree | |
The Huntington National Bank (Columbus, Ohio)
 The Huntington National Bank (Columbus, Ohio) Major BanksFinance The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
| Jamia Millia Islamia | College/University | Graduate Degree | |
William Blair & Co
 William Blair & Co Investment Banks/BrokersFinance Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services. | Investment Banks/Brokers | Corporate Officer/Principal | |
Piper Sandler & Co.
 Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 43 |
| Argentinien | 2 |
| Japan | 2 |
| Indien | 2 |
Sektoral
| Finance | 24 |
| Consumer Services | 20 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operativ
| Analyst-Equity | 71 |
| Corporate Officer/Principal | 53 |
| Undergraduate Degree | 45 |
| Portfolio Manager-Equities | 37 |
| Masters Business Admin | 22 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Quinn Thomas Kiley | 12 |
| Stephen Evans | 10 |
| Ari Britt Levy | 10 |
| Drew Edwards | 9 |
| Jim Cunnane | 9 |
| Derek Schmidt | 7 |
| Kevin John Leitner | 7 |
| Chris Harvey | 7 |
| Adam Theodore Peltzer | 6 |
| Jonathan P. Brodsky | 6 |
| Justin Perucki | 6 |
| Kevin Alan Ross | 6 |
| Jason Richard Rechel | 6 |
| Marco P. Priani | 6 |
| Hyung Kim | 6 |
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- Insiders
- William N. Adams
- Unternehmensverbindungen
