Julie Utterback
Analyst-Equity en Morningstar, Inc. (Research) .
Origen de la red de primer grado Julie Utterback.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
University of Illinois
370
| College/University | Other Consumer Services | 370 |
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.
296
| Operating Division | Investment Managers | 296 |
State Farm Insurance Cos.
 State Farm Insurance Cos. Multi-Line InsuranceFinance State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL.
4
| Subsidiary | Multi-Line Insurance | 4 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Julie Utterback a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| 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 Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Investor Relations Contact Founder Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Washington University in St. Louis | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
Fitch Ratings, Inc.
 Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Analyst-Equity | |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | President Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Paddock Publications, Inc.
 Paddock Publications, Inc. Publishing: NewspapersConsumer Services Paddock Publications, Inc. provides news paper publishing services. Its news papers include The Daily Herald, Reflejos, and Dailyherald.com. The firm's news papers offer information about sports, business, and entertainment. The company was founded by Hosea C. Paddock on December 15, 1898 and is headquartered in Arlington Heights, IL. | Publishing: Newspapers | 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 | Masters Business Admin Doctorate Degree | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
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-Equity Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Aon Investments USA, Inc.
 Aon Investments USA, Inc. Investment ManagersFinance Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Undergraduate Degree Corporate Officer/Principal | |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Chief Executive Officer Chairman | |
| University of London | College/University | Graduate Degree | |
GSAM Strategist Portfolios LLC (Inv Mgmt)
 GSAM Strategist Portfolios LLC (Inv Mgmt) Investment ManagersFinance GSAM Strategist Portfolios LLC (Inv Mgmt) (GSAMSP) is the investment management division of GSAM Strategist Portfolios LLC, a research company headquartered in New York City. The firm was founded in 1995 as Standard & Poor's Investment Advisory Services LLC. They were acquired by GSAM Holdings LLC in July 2019. GSAMSP offers multi-asset and rules-based equity strategies to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
Burren Energy Plc
 Burren Energy Plc Oil & Gas ProductionEnergy Minerals Burren Energy Plc explores and produces oil and natural gas. The company was founded by Finian Rory O'Sullivan in 1994 and is headquartered in London, the United Kingdom. | Oil & Gas Production | Corporate Officer/Principal | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
| ENI S.P.A | Oil Refining/Marketing | Corporate Officer/Principal | |
Transamerica Asset Management, Inc.
 Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Investment Managers | Portfolio Manager-Equities | |
| US Air Force | Sovereign | Corporate Officer/Principal | |
| University of Toronto | College/University | Undergraduate Degree | |
Aegon USA Investment Management LLC
 Aegon USA Investment Management LLC Investment ManagersFinance Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
Capital One Bank (USA), NA
 Capital One Bank (USA), NA Major BanksFinance Capital One Bank (USA) NA provides banking services. It offers checking accounts; credit and debit cards; loans; insurance; payment protection; phone banking; bills payment; lending; and online banking services. It provides financial products and services to consumers, small businesses, and commercial clients. The company was founded by Richard D. Fairbank on November 1994 and is headquartered in McLean, VA. | Major Banks | Corporate Officer/Principal | |
Guggenheim Securities LLC
 Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Corporate Officer/Principal | |
KBW LLC
 KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Gies College of Business | College/University | Masters Business Admin | |
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Quantum Electro Opto Systems Sdn. Bhd.
 Quantum Electro Opto Systems Sdn. Bhd. Electronic ComponentsElectronic Technology Quantum Electro Opto Systems Sdn. Bhd. designs and manufactures optical solutions for multimedia. It offers QEOS Tilted Charge Dynamics, a technology-enabled product; and The QEOS Optical Transceiver Kit that pairs the QEOS Transmitter Optical Full Assembly with the QEOS Receiver Optical Full Assembly, and provides a product-ready solution for speeds up to 3.5Gbps. The company was founded by Milton Feng, Nick Holonyak Jr. and Gabriel Walter in 2008 and is headquartered in Batu Berendam, Malaysia. | Electronic Components | Founder | |
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Analyst-Equity | |
| The University of Nottingham | College/University | Graduate Degree |
Estadísticas
Internacional
| Estados Unidos | 43 |
| Reino Unido | 5 |
| Italia | 2 |
| Canadá | 2 |
| Malasia | 2 |
Sectorial
| Consumer Services | 22 |
| Finance | 22 |
| Commercial Services | 3 |
| Energy Minerals | 3 |
| Technology Services | 2 |
Operativa
| Corporate Officer/Principal | 129 |
| Analyst-Equity | 115 |
| Undergraduate Degree | 91 |
| Masters Business Admin | 50 |
| Director/Board Member | 40 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Shawn T. Carolan | 24 |
| Kunal Kapoor | 15 |
| Joe Mansueto | 14 |
| Ali Mogharabi | 11 |
| Charles Fishman | 9 |
| Michael Holt | 8 |
| Matthew Dolgin | 8 |
| Jeff Cannon | 8 |
| Neil Macker | 8 |
| Dan Romanoff | 8 |
| Kent Frederick Schien | 7 |
| Michael Wong | 7 |
| Carol Curtis | 7 |
| Dave Meats | 7 |
| Sarah Bush | 7 |
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