David R. Miller
Portfolio Manager-Equities at Conning, Inc.
Network origin in David R. Miller first degree
Entity | Entity type | Industry | |
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Conning, Inc.
Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.
18
| Subsidiary | Investment Managers | 18 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David R. Miller via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Hartford Investment Management Co.
Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
Knights of Columbus, Inc.
Knights of Columbus, Inc. Investment Trusts/Mutual FundsMiscellaneous Knights of Columbus provides educational, charitable, religious, social welfare, war relief and public relief works. It offers Christian refugee relief fund, disaster relief, ultra sound initiative, and coats for kids. The company was founded by Michael J. McGivney on February 6, 1882 and is headquartered in New Haven, CT. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
Quoniam Asset Management GmbH
Quoniam Asset Management GmbH Investment ManagersFinance Quoniam Asset Management GmbH (Quoniam) is the majority-owned asset management subsidiary of Union Asset Management Holding AG in Germany. The firm's management holds a significant minority interest. Formerly known as DG PanAgora Asset Management and then Union PanAgora Asset Management, the firm was established in 1999 as a joint venture between DZ Bank AG, PanAgora Asset Management Inc. and the managing partners. In 2009, UMH and the Quoniam management team acquired PanAgora’s shareholding and the firm changed their name to Quoniam Asset Management GmbH. Based in Frankfurt, Quoniam focuses on quantitative investment strategies for institutional investors. | Investment Managers | Corporate Officer/Principal | |
Dowling & Partners Securities LLC
Dowling & Partners Securities LLC Investment Banks/BrokersFinance Founded in 1990, Dowling & Partners is an SEC-registered, institutional broker/dealer headquartered in Farmington, Connecticut. The firm focuses on the U.S. reinsurance industry including property and casualty insurance, life insurance and health insurance. They offer a full array of investment services. Dowling & Partners' research is weighted toward larger, publicly-traded insurers, reinsurers and intermediaries. The firm places emphasis on balance sheet strength and areas of sustained competitive advantage and makes extensive use of the statutory books filed with state insurance departments. Dowling & Partners is a member of FINRA. Their transactions are introduced and cleared through Pershing LLC. | Investment Banks/Brokers | Analyst-Equity | |
Conning Research & Consulting, Inc.
Conning Research & Consulting, Inc. Investment Banks/BrokersFinance Conning Research & Consulting, Inc. is a broker-dealer headquartered in Hartford, Connecticut. The firm is a subsidiary of Conning & Co. and their ultimate parent is Cathay Financial Holdings Co. Ltd. (TPE: 2882). They offer an array of specialty information products and services, providing analysis of both performance and key issues confronting the insurance industry. Their coverage areas include the property-casualty, life-annuity, and health insurance industries. | Investment Banks/Brokers | Chairman Corporate Officer/Principal Chief Executive Officer | |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity | |
Babson College | College/University | Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
Fairfield University | College/University | Graduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
Gordon College | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree | |
Lafayette College | College/University | Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
University of Hartford | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Wesleyan University | College/University | Undergraduate Degree | |
Worcester Polytechnic Institute | College/University | Undergraduate Degree | |
Conning & Co.
Conning & Co. Miscellaneous Commercial ServicesCommercial Services Conning & Co. engages in the provision of investment management services. It offers investment expertise, software and services, and insurance research services. The company was founded in 1912 and is headquartered in Hartford, CT. | Miscellaneous Commercial Services | Chief Investment Officer Chairman Sales & Marketing Corporate Officer/Principal Chief Executive Officer | |
Arch Insurance Group, Inc.
Arch Insurance Group, Inc. Property/Casualty InsuranceFinance Arch Insurance Group, Inc. provides property, casualty, and specialty insurance services. The company was founded on November 21, 2002 and is headquartered in Jersey City, NJ. | Property/Casualty Insurance | Corporate Officer/Principal | |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Corporate Officer/Principal | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Goodwin Capital Advisers, Inc.
Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Investment Managers | President Chief Executive Officer Analyst-Fixed Income | |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Traveler's Aid | Corporate Officer/Principal | ||
Brookfield Public Securities Group LLC
Brookfield Public Securities Group LLC Investment ManagersFinance Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Insight North America LLC
Insight North America LLC Investment ManagersFinance Insight North America LLC (INA), dba Insight Investments, is a SEC-registered investment advisor headquartered in New York City. Formerly known as Pareto New York LLC, the firm was founded in 2004 and is a subsidiary of Mellon Global Investment Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). INA provides discretionary and non-discretionary investment advisory services to institutional, individuals, high-net-worth and individual investors in the form of separate account and pooled vehicles. | Investment Managers | Portfolio Manager-Fixed Income | |
Charter Oak Capital Management LLC
Charter Oak Capital Management LLC Investment ManagersFinance Charter Oak Capital Management LLC (Charter Oak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portsmouth, New Hampshire. The firm was founded by Jeffrey Troiano in 2002. Charter Oak provides wealth management services to individuals, high net worth individuals, corporations or other business, trusts, estates, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin | |
Fu Foundation School of Engineering & Applied Science | College/University | Undergraduate Degree | |
TypTap Insurance Group, Inc.
TypTap Insurance Group, Inc. Multi-Line InsuranceFinance TypTap Insurance Group, Inc. operates as a holding company, which through its subsidiaries engages in the property and casualty insurance business. It operates through three segments: Insurance Operations, Information Technology and Corporate. The Insurance Operations segment represents the property and casualty insurance operations of TypTap, together with TTM, its managing general agent. The Information Technology segment represents the operations of technology companies Exzeo USA and Cypress Tech which owns Exzeo India. The Corporate segment represents the activities of holding company TTIG. The company was founded in July 2020 and is headquartered in Tampa, FL. | Multi-Line Insurance | Investor Relations Contact | |
Webster Bank, NA
Webster Bank, NA Major BanksFinance Webster Bank, NA provides banking services. It offers investment management, financial planning services, banking and lending solutions, fiduciary services and institutional services. The company is headquartered in Waterbury, CT. | Major Banks | Corporate Officer/Principal |
Statistics
International
United States | 50 |
Germany | 2 |
Sectoral
Finance | 28 |
Consumer Services | 19 |
Miscellaneous | 2 |
Commercial Services | 2 |
Government | 2 |
Operational
Corporate Officer/Principal | 27 |
Undergraduate Degree | 17 |
Analyst-Fixed Income | 8 |
Masters Business Admin | 7 |
Analyst-Equity | 7 |
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