Allen W. Olson
Analyst-Fixed Income at Madison Asset Management LLC
Network origin in Allen W. Olson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.
49
| Subsidiary | Investment Managers | 49 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Allen W. Olson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Portfolio Manager-Equities Corporate Officer/Principal | |
| Ultra Series Fund | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal President | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Madison Funds
 Madison Funds Investment Trusts/Mutual FundsMiscellaneous Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal President | |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Fixed Income Invts Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal | |
Madison Investment Holdings, Inc.
 Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors. | Investment Managers | Chief Investment Officer Founder Corporate Officer/Principal Head-Equity Investments Director/Board Member Analyst-Equity | |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Fixed Income Head-Fixed Income Invts | |
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 | Corporate Officer/Principal | |
Reinhart Partners, Inc.
 Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Fixed Income | |
| MADISON COVERED CALL & EQUITY STRATEGY FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President Corporate Officer/Principal Director/Board Member President | |
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Investment Managers | Chief Investment Officer Analyst-Equity Corporate Officer/Principal Head-Fixed Income Invts | |
Backspaces, Inc.
 Backspaces, Inc. Internet Software/ServicesTechnology Services Backspaces, Inc. provides media services. It is a platform that connects journalists with readers to fund stories directly. The company was founded by Dan Fletcher, Dmitri Cherniak, and Adrian Sanders in 2011 and is headquartered in Oakland, CA. | Internet Software/Services | Director/Board Member | |
| Michigan State University | College/University | Undergraduate Degree | |
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 | Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| Illinois State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree | |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Corporate Officer/Principal | |
| Edgewood College | College/University | Masters Business Admin | |
| University of Denver | College/University | Undergraduate Degree | |
| Gustavus Adolphus College | College/University | Undergraduate Degree | |
PNC Capital Advisors LLC
 PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
| DePaul University | College/University | Masters Business Admin | |
eCIO, Inc.
 eCIO, Inc. Investment ManagersFinance eCIO, Inc. is a trusted chief investment officer for nonprofits, endowments, foundations, and religious organizations across the United States. eCIO is based in Madison, WI. The private company helps these organizations manage their investment programs with the help of dedicated nonprofit investment advisors. The company was founded by Robin Chorone Roquitte, Clark Huang, Phil Waara, and Robin Chorone Roquitte has been the CEO since incorporation. | Investment Managers | Founder | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Investment Managers | Portfolio Manager-Fixed Income | |
| Marquette University | College/University | Graduate Degree | |
| St. Norbert College, Inc. | College/University | Undergraduate Degree |
Statistics
International
| United States | 46 |
| Canada | 3 |
Sectoral
| Finance | 29 |
| Consumer Services | 15 |
| Miscellaneous | 5 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 65 |
| Portfolio Manager-Equities | 58 |
| Undergraduate Degree | 49 |
| Analyst-Equity | 44 |
| Portfolio Manager-Fixed Income | 28 |
Most connected contacts
| Insiders | |
|---|---|
| Jay Robert Sekelsky | 13 |
| Frank Burgess | 12 |
| Walter Edward Dewey | 11 |
| Paul Anthony Lefurgey | 11 |
| Bruce A. Ebel | 10 |
| Haruki Toyama | 9 |
| David Geisler | 8 |
| Maya K. Bittar | 8 |
| Ryan Jared Ross | 8 |
| Jack Call | 8 |
| Patrick F. Ryan | 7 |
| Rob Roquitte | 7 |
| Chris Schroeder | 7 |
| Dale Wettlaufer | 7 |
| Tom Tibbles | 7 |
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