Jack White
Portfolio Manager-Fixed Income en CSM Advisors LLC .
Origen de la red de primer grado Jack White.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
C.S. McKee LP
 C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units.
20
| Extinct | Investment Managers | 20 |
CSM Advisors LLC
 CSM Advisors LLC Investment ManagersFinance Part of Estancia Capital Management LLC, CSM Advisors LLC is an institutional investment manager based in Pittsburgh, PA. The company offers 11 marketed strategies for fixed income, 3 marketed strategies for multi-asset, and 5 marketed strategies for equity. CSM Advisors was recognized as the "top gun of the decade" in the "PSN all/variable maturity universe" by PSN. The company also provides market outlook commentary and have recently celebrated their 90th anniversary year with new products, new hires, and record growth in assets under management. Founded in 1931, CSM Advisors manages equity and fixed income portfolios for institutional investors nationwide, with over $8.10 billion in assets as of 3/31/23.
11
| Subsidiary | Investment Managers | 11 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jack White a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| Duquesne University of The Holy Spirit | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Investment Committee Member Corporate Officer/Principal | |
| Allegheny College | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| FEDERATED HERMES, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Villanova University | College/University | Undergraduate Degree | |
Sheets Smith Wealth Management
 Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Investment Managers | Analyst-Equity | |
Keystone Group Holdings, Inc.
 Keystone Group Holdings, Inc. Other Consumer ServicesConsumer Services Founded in 1996, Keystone is a leading owner and operator of funeral homes across the United States and Canada and is, in management's estimate, the fifth largest provider of funeral services in North America. Keystone currently provides funeral, cremation and cemetery services with a primary focus in non-urban areas. Since its inception, the business has been run by its four key principals, who have functioned as a management team in the death care industry since 1994. Keystone has a demonstrated track record of strong and consistent cash flows. | Other Consumer Services | Corporate Officer/Principal | |
Computershare Shareowner Services LLC
 Computershare Shareowner Services LLC Investment Banks/BrokersFinance Computershare Shareowner Services LLC provides company equity and investor services. The company was founded in 1995 and is headquartered in Jersey City, NJ. | Investment Banks/Brokers | Corporate Officer/Principal | |
Arbor Commercial Mortgage LLC
 Arbor Commercial Mortgage LLC Finance/Rental/LeasingFinance Arbor Commercial Mortgage LLC provides real estate financing services. It offers fixed-rate, adjustable-rate, senior housing loans, credit facility transactions, and mortgage loan services. The firm was founded by Ivan Kaufman in 1983 and is headquartered in Uniondale, NY. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Marshall University | College/University | Undergraduate Degree | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
Allegheny Financial Group Ltd.
 Allegheny Financial Group Ltd. Investment ManagersFinance Allegheny Financial Group Ltd. (Allegheny) is an independent, SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm was founded by James “Jim” Browne and James Hohman in 1976. Allegheny offers asset management, portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporation and other business entities, pension plans, individual retirement account plans, profit-sharing plans, and private funds. | Investment Managers | President | |
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. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | 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 | |
Renaissance Investment Management Ltd.
 Renaissance Investment Management Ltd. Financial ConglomeratesFinance Renaissance Investment Management Ltd. provides investment services. The company is headquartered in Strovolos, Cyprus. | Financial Conglomerates | Corporate Officer/Principal | |
| University of Cincinnati (Ohio) | College/University | Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree | |
| Tepper School of Business | College/University | Masters Business Admin | |
| Coimbatore Institute of Technology | College/University | Undergraduate Degree | |
| West Virginia University | College/University | Masters Business Admin | |
| Chatham College | College/University | Undergraduate Degree | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Doctorate Degree | |
| Bowling Green State University | College/University | Undergraduate Degree | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin | |
| James Madison University | College/University | Undergraduate Degree | |
The Patterson Capital Corp.
 The Patterson Capital Corp. Investment ManagersFinance The Patterson Capital Corp. provides investment advice. The company as founded on June 29, 1977 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
| Yale University | College/University | Undergraduate Degree | |
Blue Devil Ventures LLC
 Blue Devil Ventures LLC Real Estate DevelopmentFinance Blue Devil Ventures LLC is a holding private company that invests in real estate and professional sports teams. The company is based in Durham, NC. | Real Estate Development | Corporate Officer/Principal | |
Federated Investors Trust Co.
 Federated Investors Trust Co. Investment ManagersFinance Part of Federated Hermes, Inc., Federated Investors Trust Co. is a company that provides investment advice services. The company is based in Sicklerville, NJ. | Investment Managers | Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin | |
Dartmouth Capital Advisors, Inc.
 Dartmouth Capital Advisors, Inc. Investment ManagersFinance Dartmouth Capital Advisors, Inc. provides investment advice. The private company is based in Wexford, PA. | Investment Managers | Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin | |
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 | |
| University of Michigan | College/University | Undergraduate Degree | |
Keystone Group LP
 Keystone Group LP Investment ManagersFinance Keystone Group LP provides investment services. The company was founded on September 21, 2005 and is headquartered in Fort Worth, TX. | Investment Managers | Corporate Officer/Principal | |
Mellon Financial Services LLC
 Mellon Financial Services LLC Financial ConglomeratesFinance Part of The Bank of New York Mellon Corp., Mellon Financial Services LLC provides investment and financial services. The company is based in Pittsburgh, PA. | Financial Conglomerates | Corporate Officer/Principal | |
Shaker Investments LLC
 Shaker Investments LLC Investment ManagersFinance Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors. | Investment Managers | Analyst-Equity | |
Dawson James Securities, Inc.
 Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | Investment Banks/Brokers | Analyst-Equity |
Estadísticas
Internacional
| Estados Unidos | 49 |
| Chipre | 2 |
| India | 2 |
Sectorial
| Consumer Services | 27 |
| Finance | 24 |
| Technology Services | 2 |
Operativa
| Undergraduate Degree | 22 |
| Corporate Officer/Principal | 21 |
| Portfolio Manager-Equities | 20 |
| Analyst-Equity | 17 |
| Masters Business Admin | 12 |
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