Origen de la red de primer grado Shawn Luther Fishbaugh.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.
18
| Extinct | Investment Managers | 18 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Shawn Luther Fishbaugh a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Xavier University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Rational Advisors, Inc.
 Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Masters Business Admin | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
DSM Capital Partners LLC
 DSM Capital Partners LLC Investment ManagersFinance DSM Capital Partners LLC (DSM) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded by Stephen Memishian and Daniel Strickberger in 2001. DSM actively manages growth stock investment portfolios for a wide range of clients, which includes pension plans, foundations and endowments, other institutions, and individual investors. | Investment Managers | Analyst-Equity | |
| CINCINNATI FINANCIAL CORPORATION | Multi-Line Insurance | 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 | |
| University of Pittsburgh | College/University | Graduate Degree | |
Nikko Asset Management Americas, Inc.
 Nikko Asset Management Americas, Inc. Investment ManagersFinance Nikko Asset Management Americas, Inc. (Nikko AMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1981 and is a subsidiary of Nikko AM Americas Holding Co., Inc., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TYO: 8309) in Japan. Nikko AMA provides investment advisory services to institutional investors, such as corporations, pension funds, trust banks, charitable organizations, government agencies and funds, supranational organizations, as well as pooled investment vehicles that includes Japanese Investment Trusts and Nikko AMA group affiliates. | Investment Managers | Corporate Officer/Principal | |
| Uc College of Law | College/University | Graduate Degree | |
| Wilkes University | College/University | Undergraduate Degree | |
Wallington Asset Management LLC
 Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans. | Investment Managers | Founder | |
| Indiana University | College/University | Masters Business Admin | |
| Ursuline Academy of Cincinnati | College/University | Corporate Officer/Principal | |
| University of Rio Grande | College/University | Undergraduate Degree | |
Foster & Motley, Inc.
 Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
| Cincinnati Society of Financial Analysts | President | ||
Cincinnati Symphony Orchestra
 Cincinnati Symphony Orchestra Movies/EntertainmentConsumer Services Cincinnati Symphony Orchestra provides live orchestra presentations. The firm performs as the Cincinnati Pops, is one of America’s finest ensembles. The company was founded in 1895 and is headquartered in Cincinnati, OH. | Movies/Entertainment | Director/Board Member | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| Clemson University | College/University | Masters Business Admin | |
| University of Western Ontario | College/University | Undergraduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree | |
| University of Arizona | College/University | Graduate Degree | |
| Wake Forest University | College/University | Masters Business Admin | |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity | |
Madison Financial Advisors Ltd.
 Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Investment Managers | Portfolio Manager-Equities | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
Cincinnati Retirement System
 Cincinnati Retirement System Investment ManagersFinance Cincinnati Retirement System (CRS) is a state-owned pension fund manager headquartered in Cincinnati, Ohio. The firm was founded in 1931 as a defined benefit System and provides for both monthly pension benefits and medical benefits to qualified retirees, survivors of retirees, and disabled retirees of the City as well as retired members from closed groups (University Hospital, University of Cincinnati, and Hamilton County). It pre-dates Social Security and the Ohio Public Employees Retirement System. CRS is funded by both employee and employer contributions. | Investment Managers | Chairman | |
Comerica Bank (Investment Management Texas)
 Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Investment Managers | Chief Investment Officer |
Estadísticas
Internacional
| Estados Unidos | 40 |
| Canadá | 2 |
Sectorial
| Finance | 21 |
| Consumer Services | 20 |
Operativa
| Portfolio Manager-Equities | 24 |
| Undergraduate Degree | 16 |
| Analyst-Equity | 12 |
| Corporate Officer/Principal | 10 |
| Masters Business Admin | 8 |
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