Jason Kotik
Gestor de Cartera-Acciones en Rockefeller & Co. LLC .
Origen de la red de primer grado Jason Kotik.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
The Johns Hopkins University
135
| College/University | Other Consumer Services | 135 |
University of Delaware
125
| College/University | Other Consumer Services | 125 |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.
115
| Subsidiary | Investment Managers | 115 |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.
53
| Operating Division | Investment Managers | 53 |
NWD Investments
 NWD Investments Investment ManagersFinance A subsidiary of Nationwide Financial Services Inc. (NYSE: NFS), NWD Investments, formerly Gartmore Global Investments, Inc. (GGI), provides global investment services to institutional clients based in North America. The firm offers a range of investment capabilities, including alternative investments, global equity and fixed-income equity products, regional portfolios, currency overlay and cash management. Its products are geared toward corporate and public pension funds, insurance companies, endowments, foundations and mutual fund companies in the US. In addition, NWD offers high-yield, small-cap growth and large-cap core products for institutional clients.
25
| Extinct | Investment Managers | 25 |
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
20
| Subsidiary | Investment Managers | 20 |
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. The firm also serves as sub-advisor to the Wilmington Funds, a family of mutual funds.
2
| Subsidiary | Investment Managers | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jason Kotik a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Doctorate Degree | |
| Stanford University | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Maryland | College/University | Graduate Degree Undergraduate 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 Doctorate Degree Masters Business Admin | |
| ABERDEEN ASSET MANAGEMENT | Investment Managers | Director/Board Member Compliance Officer Director of Finance/CFO | |
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 | Corporate Officer/Principal Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| Villanova University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| ABRDN GLOBAL INFRASTRUCTURE INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal President Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
abrdn (USA) Ltd.
 abrdn (USA) Ltd. Investment ManagersFinance abrdn (USA) Ltd. (abrdn USA) is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 2001 and formerly known as SL Investments (No.1) Ltd. and as Standard Life Investments (USA) Ltd. They are a subsidiary of abrdn Investment Management Ltd., ultimately owned by abrdn Plc (LON: ABDN) in Great Britain. abrdn USA provides investment products and solutions to individuals, governments, pension funds, insurers, companies, charities and foundations. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| Loyola University Maryland, Inc. | College/University | Graduate Degree Graduate Degree | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Compliance Officer Corporate Officer/Principal | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
| Widener University | College/University | Masters Business Admin Masters Business Admin | |
| Bucknell University | College/University | Undergraduate Degree Masters Business Admin | |
| Colgate University | College/University | Director/Board Member Undergraduate Degree | |
| Wake Forest University | College/University | Masters Business Admin Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
Alpine Woods Capital Investors LLC
 Alpine Woods Capital Investors LLC Investment ManagersFinance Alpine Woods Capital Investors LLC (AWCI) is a SEC-registered investment advisor and hedge fund manager headquartered in Purchase, New York. The firm was founded by Samuel Lieber and Stephen Lieber in 1997 as Alpine Management & Research LLC. They are a wholly-owned subsidiary of Alpine Saxon Woods LLC. AWCI provides investment advisory services to pooled investment vehicles. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Fixed Income Director/Board Member | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
| Robert H. Smith School of Business | College/University | Masters Business Admin Graduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree | |
| NAVIGANT CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
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 | Undergraduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Fixed Income Corporate Officer/Principal | |
| ABRDN GLOBAL INCOME FUND, INC. | Investment Trusts/Mutual Funds | President Compliance Officer | |
Rockefeller Capital Management LP
 Rockefeller Capital Management LP Investment ManagersFinance Rockefeller Capital Management L.P. operates as a privately-owned financial services firm. It offers asset management and strategic advisory services. The company was founded by John D. Rockefeller in 1882 and is headquartered in New York, NY. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
| ABRDN ASIA-PACIFIC INCOME FUND INC | Investment Trusts/Mutual Funds | President Compliance Officer | |
| T. ROWE PRICE GROUP INC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| ABRDN AUSTRALIA EQUITY FUND INC | Investment Trusts/Mutual Funds | Chief Executive Officer Compliance Officer | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| ABRDN EMERGING MARKETS EQUITY INCOME FUND INC | Investment Trusts/Mutual Funds | Chief Executive Officer Compliance Officer |
Estadísticas
Internacional
| Estados Unidos | 49 |
| Reino Unido | 2 |
| Francia | 2 |
Sectorial
| Consumer Services | 25 |
| Finance | 19 |
| Miscellaneous | 8 |
| Commercial Services | 2 |
Operativa
| Corporate Officer/Principal | 121 |
| Undergraduate Degree | 95 |
| Portfolio Manager-Equities | 88 |
| Analyst-Equity | 70 |
| Director/Board Member | 65 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Christian Pittard | 31 |
| Greg Fleming | 26 |
| Jeffrey Cotton | 21 |
| John Davies Gillespie | 17 |
| Jessica Zeaske | 15 |
| Adam D. Compton | 15 |
| Jerry L. Prince | 13 |
| Rob Sharps | 12 |
| Gary D. Haubold | 11 |
| Daniel Francis Hanley | 11 |
| Robert Victor Tango | 11 |
| Ashish Diwanji | 9 |
| Shahab Vagefi | 9 |
| Oliver Boulind | 9 |
| Edward Grant | 8 |
- Bolsa de valores
- Insiders
- Jason Kotik
- Conexiones Empresas
