Network origin in Amy Schwartz Croen first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Geneva Capital Management LLC
 Geneva Capital Management LLC Investment ManagersFinance Geneva Capital Management LLC (Geneva) is SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by William Priebe and Amy Croen in 1987. They were acquired by GCM Purchaser LLC, which is ultimately owned by Geneva Management LLC. Geneva offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals.
16
| Subsidiary | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Amy Schwartz Croen via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Portfolio Manager-Equities | |
| ELI LILLY AND COMPANY | Pharmaceuticals: Major | Corporate Officer/Principal | |
Washington Capital Management, Inc.
 Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Investment Managers | Portfolio Manager-Equities | |
Tradelink LLC
 Tradelink LLC Financial ConglomeratesFinance Part of TradeLink Holdings LLC, Tradelink LLC is an investment and proprietary trading firm. The company is based in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin | |
Principal Residential Mortgage, Inc.
 Principal Residential Mortgage, Inc. Finance/Rental/LeasingFinance Principal Residential Mortgage, Inc. provides residential mortgage loan origination services. The company was founded on April 14, 1992 and is headquartered in Des Moines, IA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Trading-Equity Analyst-Equity | |
RedChip Cos., Inc.
 RedChip Cos., Inc. Miscellaneous Commercial ServicesCommercial Services RedChip Cos., Inc. engages in the provision of financial public relations consulting services. It offers services for companies like NASDAQ, NYSE and AMEX, with a focus on market research and investor relations. The company was founded in 1992 and is headquartered in Maitland, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Oarsman Capital, Inc.
 Oarsman Capital, Inc. Investment ManagersFinance Oarsman Capital, Inc. is an independent registered investment advisor headquartered in Milwaukee, Wisconsin with an additional office in Prairie du Sac and Brookfield. The firm was founded by Robert Phelps and Alan Purintun in 2000. Oarsman Capital provides investment management services, mutual fund/exchange-traded fund portfolios, and retirement plan advisory services to a variety of retail and institutional clients. | Investment Managers | Analyst-Equity | |
| Carroll College (Montana) | College/University | Undergraduate Degree | |
| Coe College | College/University | Undergraduate Degree | |
| DePauw University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Loyola University of Chicago | College/University | Undergraduate Degree | |
| Marquette University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Northern Illinois University | College/University | Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Courier Communications LLC
 Courier Communications LLC Financial ConglomeratesFinance Courier Communications LLC provides investment services. The company is headquartered in Spring, TX. | Financial Conglomerates | Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| The Florida State University College of Business | College/University | Undergraduate Degree |
Statistics
International
| United States | 28 |
Sectoral
| Finance | 14 |
| Consumer Services | 13 |
| Health Technology | 2 |
| Commercial Services | 2 |
Operational
| Undergraduate Degree | 14 |
| Analyst-Equity | 12 |
| Portfolio Manager-Equities | 12 |
| Corporate Officer/Principal | 11 |
| Masters Business Admin | 6 |
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