Brett Dale Carson
Chief Investment Officer at Northwestern Mutual Investment Services LLC
Network origin in Brett Dale Carson first degree
Entity | Entity type | Industry | |
---|---|---|---|
CWM LLC
CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice.
8
| Subsidiary | Investment Managers | 8 |
Northwestern Mutual Investment Services LLC
Northwestern Mutual Investment Services LLC Investment ManagersFinance Northwestern Mutual Investment Services LLC (NMIS) is an asset management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1968 and is a wholly owned subsidiary of The Northwestern Mutual Life Insurance Co. NMIS serves the investment planning and product needs of individuals and businesses through high-quality products, personal service and innovative solutions.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brett Dale Carson via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Trinity University | College/University | Undergraduate Degree | |
University of Nebraska | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Institutional Shareholder Services, Inc.
Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Investment Committee Member | |
Creighton University | College/University | Graduate Degree Undergraduate Degree | |
University of Baltimore | College/University | Graduate Degree | |
University of South Dakota | College/University | Undergraduate Degree | |
Edison Investment Research Ltd.
Edison Investment Research Ltd. Investment ManagersFinance Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders. | Investment Managers | Analyst-Equity | |
SilverStone Group, Inc.
SilverStone Group, Inc. Investment ManagersFinance SilverStone Group, Inc. engages in the provision of insurance services that offers risk management and employee benefits. Its services include HR consulting, property and casualty coverage, risk management, employee benefits, business insurance, and financial planning services. The company was founded by Ruth Nelson and H. H. Nelson in 1945 and is headquartered in Omaha, NE. | Investment Managers | Corporate Officer/Principal | |
York College | College/University | Undergraduate Degree | |
Commerce Investment Advisors, Inc.
Commerce Investment Advisors, Inc. Investment ManagersFinance Commerce Investment Advisors, Inc. (CIA) is a registered mutual fund manager headquartered in Kansas City, Missouri. The firm is a subsidiary of Commerce Bank and their ultimate parent is Commerce Bancshares, Inc. (NASDAQ: CBSH), a regional bank holding company. CIA manages the Commerce Funds, a family of mutual funds. | Investment Managers | Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin |
Statistics
International
United States | 14 |
United Kingdom | 2 |
Sectoral
Consumer Services | 9 |
Finance | 8 |
Operational
Analyst-Equity | 9 |
Undergraduate Degree | 8 |
Portfolio Manager-Equities | 5 |
Masters Business Admin | 3 |
Director of Research - Equity | 2 |
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