Greg Ortquist
Portfolio Manager-Fixed Income at Asset Allocation & Management Co. LLC
Network origin in Greg Ortquist first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Asset Allocation & Management Co. LLC
 Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers.
33
| Subsidiary | Investment Managers | 33 |
The Curtis L. Carlson School of Management
14
| College/University | Other Consumer Services | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Greg Ortquist via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Sit Investment Associates, Inc.
 Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
Peregrine Capital Management LLC
 Peregrine Capital Management LLC Investment ManagersFinance Peregrine Capital Management LLC (Peregrine) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Robert Mersky in 1984 and is a subsidiary of Peregrine Capital Management Holdings LLC. Peregrine provides investment advisory services to corporate and public pension plans, profit-sharing plans, savings-investment and 401(k) plans, Taft-Hartley plans, private and public foundations and endowments, corporate accounts, large trust accounts, registered investment companies, collective investment trusts, UMA programs, RIAs and high net-worth individuals. | Investment Managers | Director/Board Member | |
Xojet Aviation LLC
 Xojet Aviation LLC AirlinesTransportation Xojet Aviation LLC engages in the provision of private aviation services. The firm owns and operates a fleet of midsize jets. It serves finance, private equity, technology, media, and entertainment industries. The company was founded by Alvaro Pascotto and Paul C. M. Touw in January 2006 and is headquartered in Fort Lauderdale, FL. | Airlines | Chief Executive Officer | |
| MEDICINE MAN TECHNOLOGIES, INC. | Agricultural Commodities/Milling | Director/Board Member | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Dartmouth College | College/University | Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| AMICA S.A. | Electronics/Appliances | Director/Board Member | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Director of Investments Corporate Officer/Principal Analyst-Fixed Income Analyst-Fixed Income | |
| LENTEX S.A. | Textiles | Director/Board Member | |
| Northern Trust Global Investments | Corporate Officer/Principal | ||
Fitch Ratings Ltd.
 Fitch Ratings Ltd. Investment ManagersFinance Fitch Ratings Ltd. (FRL) is an investment research firm headquartered in London, UK. The firm was founded in 1977 and is a subsidiary of Fitch Ratings, Inc., ultimately held by The Hearst Family Trust in the US. FRL provides research and specialized ratings of services to residential and commercial mortgages, asset managers and managed funds. They also publish quantitatively based ratings such as Q-IFS ratings. | Investment Managers | Analyst-Equity | |
Parthenon Capital LLC
 Parthenon Capital LLC Investment ManagersFinance Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Invesco Capital Management LLC
 Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Investment Managers | Analyst-Equity | |
CIFC Investment Management LLC
 CIFC Investment Management LLC Investment ManagersFinance CIFC Investment Management LLC (CIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 as Deerfield Capital Management LLC and became CIFC Investment Management in 2018. They are wholly owned directly by CIFC Capital HoldCo LLC, which is an indirect subsidiary of CIFC LLC. CIM primarily provide investment management services to pooled investment vehicles that are CLOs and to private funds and investors that invest in corporate and structured credit. | Investment Managers | Corporate Officer/Principal | |
| Clark University | College/University | Graduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Elmhurst College | College/University | Undergraduate Degree | |
| Illinois State University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University-Purdue University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| John Carroll University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Undergraduate Degree | |
| Vassar College | College/University | Undergraduate Degree | |
| TRAVELPLANET.PL SA | Other Consumer Services | Director/Board Member | |
Westcliff Medical Laboratories, Inc.
 Westcliff Medical Laboratories, Inc. Medical/Nursing ServicesHealth Services Westcliff Medical Laboratories, Inc. provides medical laboratory services. Its services include billing, reporting, testing, and pathology services. The company was founded in 1964 and is headquartered in Santa Ana, CA. | Medical/Nursing Services | President | |
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Investment Managers | Analyst-Fixed Income | |
| Fletcher School of Law | College/University | Graduate Degree | |
Mercer Investment Consulting LLC
 Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change. | Investment Managers | Corporate Officer/Principal | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Fixed Income | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Fair Financial Corp.
 Fair Financial Corp. Finance/Rental/LeasingFinance Fair Financial Corp. provides car leasing services. The firm gives customers the flexibility to drive the car they want for as long as they want, and the ability to walk away any time. The company was founded by Scott Painter and is headquartered in Santa Monica, CA. | Finance/Rental/Leasing | Chief Executive Officer | |
| Private Medical Services, Inc. | Director/Board Member | ||
| Gtfi SA | Director/Board Member | ||
| Metacon Polska SA | Director/Board Member | ||
Whele LLC
 Whele LLC Department StoresRetail Trade Whele LLC acquires and operates Amazon FBA businesses. The company was founded by Christopher Bell and is headquartered in Boston, MA. | Department Stores | Chairman | |
Fair Servicing LLC
 Fair Servicing LLC Packaged SoftwareTechnology Services Fair Servicing LLC develops mobile applications for car care industry. Its application helps clients to shop, get approved, and pay for a car all through phone. The company was founded by Scott Edward Painter, Georg Bauer, Craig Nehamen, Boone Park, Jennifer Parke, and Fedor Artiles and is headquartered in Santa Monica, CA. | Packaged Software | Chief Executive Officer | |
| University of California | College/University | Doctorate Degree | |
| The University of Chicago Harris School of Public Policy | College/University | Graduate Degree |
Statistics
International
| United States | 42 |
| Poland | 7 |
| United Kingdom | 2 |
| France | 2 |
Sectoral
| Consumer Services | 21 |
| Finance | 17 |
| Process Industries | 3 |
| Transportation | 2 |
| Commercial Services | 2 |
Operational
| Undergraduate Degree | 45 |
| Corporate Officer/Principal | 31 |
| Director/Board Member | 29 |
| Analyst-Fixed Income | 21 |
| Masters Business Admin | 20 |
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