![Charles G. Ullerich](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Charles G. Ullerich first degree
Entity | Entity type | Industry | |
---|---|---|---|
ABN AMRO Asset Management USA LLC
![]() ABN AMRO Asset Management USA LLC Regional BanksFinance ABN AMRO Asset Management (AAM) is the separately organized U.S. investment management business of ABN AMRO Holding NV (NYSE: ABN). AAM offers a line of global, regional and domestic investment strategies to institutional and individual investors worldwide as segregated accounts, as well as through ABN AMRO mutual funds. The firm is based in Chicago.
51
| Extinct | Regional Banks | 51 |
Fortis Investment Management USA, Inc.
![]() Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management USA, Inc. operated as a hedge fund manager and registered investment advisor. The firm offered investment management services to institutional and retail clients around the world. Its investment offerings included a wide variety of actively-managed equity and fixed-income portfolios. The company was founded in 1979 and was headquartered in Boston, MA.
41
| Extinct | Investment Managers | 41 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charles G. Ullerich via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Fred Alger Management LLC
![]() Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1964, the firm is wholly-owned by Alger Group Holdings LLC, which is wholly-owned by Alger Associates, Inc. FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through third-party sponsored funds and bank sponsored collective investment trusts; and to retail investors through wrap programs and US and foreign registered funds. | Investment Managers | Analyst-Equity | |
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Harris Associates LP
![]() Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Trading-Fixed Income | |
National Consumer Cooperative Bank
![]() National Consumer Cooperative Bank Financial ConglomeratesFinance National Consumer Cooperative Bank provides banking and financial services. The firm provides mortgage banking services as well as deposit products and cash management to NCB's national customer base. Its business line include share loans, commercial real estate mortgages, local consumer and retail lending and lending to homeowner associations. The company was founded on August 08, 1978 and is headquartered in Washington, DC. | Financial Conglomerates | Chief Tech/Sci/R&D Officer | |
PUTNAM PREMIER INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
First Trust Advisors LP
![]() First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Hellman, Jordan Management Co., Inc.
![]() Hellman, Jordan Management Co., Inc. Investment ManagersFinance Hellman, Jordan Management Co., Inc. (HJMC) is a registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Gerald R. Jordan, Jr. in 1978 and they are wholly owned by Jordan Capital Management, Inc. HJMC provides portfolio management services for two primary families and employee accounts, which consist of high net worth individuals, trusts, profit-sharing plans, and private foundations. | Investment Managers | Analyst-Equity | |
AMG Funds IV | Investment Trusts/Mutual Funds | Chief Executive Officer President | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Wayne State University (Michigan) | College/University | Masters Business Admin | |
SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Analyst-Equity Head-Fixed Income Invts | |
Boston University | College/University | Masters Business Admin Masters Business Admin | |
BNP Paribas Asset Management USA, Inc.
![]() BNP Paribas Asset Management USA, Inc. Investment ManagersFinance BNP Paribas Asset Management USA, Inc. (BNPP AM USA) is a registered investment advisor headquartered in New York City. The firm was founded in 1972 as Fischer Francis Trees & Watts, Inc. (FFTW). In 2015, FFTW’s affiliated US registered investment advisor, BNP Paribas Asset Management Inc., was merged into FFTW. FFTW was re-branded as BNP Paribas Asset Management USA, Inc. in 2017. The firm is a wholly-owned subsidiary of BNP Paribas Asset Management USA Holdings, Inc. (BNPP AM), part of International Financial Services division of BNP Paribas (EPA: BNP) (BNPP). BNPP AM USA provides customized investment management services to institutional clients. They also provide non-discretionary investment management activities and/or act as collateral manager for structured products such as CDOs and CLOs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Frost & Sullivan, Inc.
![]() Frost & Sullivan, Inc. Investment ManagersFinance Frost & Sullivan, Inc. provides marketing research and consulting services. The firm offers technology, market, economic and customer research, training, competitive intelligence, and corporate strategy services. Its customers include the aerospace and defense, healthcare, transportation, and security sectors. The company was founded in 1961 and is headquartered in San Antonio, TX. | Investment Managers | Director/Board Member | |
McGill University | College/University | Undergraduate Degree | |
York University | College/University | Masters Business Admin | |
Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Investment Trusts/Mutual Funds | Portfolio Manager-Equities Corporate Officer/Principal | |
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 | Masters Business Admin Masters Business Admin | |
DePaul University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
Duquesne University of The Holy Spirit | College/University | Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin | |
Iona College | College/University | Masters Business Admin | |
Loyola University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
Manhattan College | College/University | Undergraduate Degree | |
Marquette University | College/University | Masters Business Admin | |
University of Bridgeport | College/University | Undergraduate Degree | |
INSEAD | College/University | Graduate Degree | |
University of Michigan | College/University | Graduate Degree | |
University of Tokyo | College/University | Undergraduate Degree | |
C.D. Howe Institute
![]() C.D. Howe Institute Miscellaneous Commercial ServicesCommercial Services C.D. Howe Institute is a registered charity and an independent not-for-profit research institute based in Toronto, Canada. The Canadian company's mission is to raise living standards by fostering economically sound public policies. The Institute is widely considered to be the most influential think tank and a source of trusted policy intelligence. The company's research is nonpartisan, evidence-based, and subject to definitive expert review. The research area covers the impact of revenue-raising measures, fiscal balances and debts of governments, and the broad choices they make among major spending areas. The CEO of the company is William B. P. Robson. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CFA Society Toronto
![]() CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Wisconsin-Eau Claire | College/University | Undergraduate Degree |
Statistics
International
United States | 42 |
Canada | 5 |
Japan | 3 |
Israel | 2 |
France | 2 |
Sectoral
Finance | 26 |
Consumer Services | 20 |
Miscellaneous | 4 |
Commercial Services | 3 |
Operational
Corporate Officer/Principal | 59 |
Portfolio Manager-Equities | 58 |
Analyst-Equity | 54 |
Undergraduate Degree | 38 |
Portfolio Manager-Fixed Income | 37 |
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