Brian Jacobsen
Economista en Annex Advisory Services LLC .
Origen de la red de primer grado Brian Jacobsen.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Allspring Funds Management LLC
 Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients.
11
| Holding Company | Investment Managers | 11 |
Annex Advisory Services LLC
 Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities.
5
| Private Company | Investment Managers | 5 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Brian Jacobsen a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| University of Nebraska | College/University | Graduate Degree | |
Allspring Funds Trust
 Allspring Funds Trust Investment Trusts/Mutual FundsMiscellaneous Wells Fargo Funds Trust is an open-end, management investment company. Established in 1999, the company is based in San Francisco, CA. | Investment Trusts/Mutual Funds | President President | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Portfolio Manager-Equities | |
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 | Portfolio Manager-Equities Sales & Marketing | |
| Allspring Master Trust | Investment Trusts/Mutual Funds | President President | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| WELLS FARGO ADVANTAGE FUNDS - ALLSPRING INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President President Compliance Officer General Counsel | |
| ALLSPRING UTILITIES AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | President President Compliance Officer | |
| Smith Barney Bristol Energy Fund LP | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| DIAMOND HILL INVESTMENT GROUP, INC. | Investment Managers | Chief Operating Officer | |
| ALLSPRING MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | President President Compliance Officer General Counsel | |
| Boston College | College/University | Graduate Degree | |
| Cardinal Stritch College | College/University | Undergraduate Degree | |
| St. Catherine University (Minnesota) | College/University | Undergraduate Degree | |
| Drake University | College/University | Undergraduate Degree | |
| Franklin University | College/University | Undergraduate Degree | |
| Marquette University | College/University | Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Arizona | College/University | Doctorate 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 | Undergraduate Degree | |
| Wisconsin Lutheran College | College/University | Undergraduate Degree | |
| University of Cape Town | College/University | Undergraduate Degree | |
| Federal Reserve Bank of Cleveland | General Government | Corporate Officer/Principal | |
| WELLS FARGO ADVANTAGE FUNDS - ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | Investment Trusts/Mutual Funds | President President Compliance Officer General Counsel | |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Corporate Officer/Principal | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
| University of Wisconsin-Milwaukee | College/University | Graduate Degree | |
Uniplan Investment Counsel, Inc.
 Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Investment Managers | Analyst-Equity | |
| Carroll University, Inc. | College/University | Masters Business Admin | |
FSC Securities Corp.
 FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
| The Curtis L. Carlson School of Management | College/University | Masters Business Admin | |
Lord Abbett Enhanced Floating Rate Fund
 Lord Abbett Enhanced Floating Rate Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Enhanced Floating Rate Fund operates as an organized, non-diversified, closed-end management investment company that offers its shares and is operated as an interval fund. Its investment objective is to seek a high level of current income. The company is headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director/Board Member | |
Lord Abbett Special Situations Income Fund
 Lord Abbett Special Situations Income Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Special Situations Income Fund operates as an interval fund. It is a non-diversified, closed-end management investment firm. Its investment objective is total return and capital appreciation. The company was founded in 2021 and is headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director/Board Member | |
Lord Abbett Credit Opportunities Fund
 Lord Abbett Credit Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Credit Opportunities Fund is a closed-end management investment company that continuously offers its common shares and is operated as an interval fund. The company was founded on September 18, 2018 and is Headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director/Board Member | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Analyst-Equity |
Estadísticas
Internacional
| Estados Unidos | 45 |
| Sudafrica | 2 |
Sectorial
| Consumer Services | 19 |
| Finance | 15 |
| Miscellaneous | 11 |
| Commercial Services | 3 |
| Government | 2 |
Operativa
| Corporate Officer/Principal | 22 |
| President | 19 |
| Undergraduate Degree | 15 |
| Portfolio Manager-Equities | 7 |
| Director/Board Member | 7 |
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