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Network origin in Jeff J. Roach first degree
Entity | Entity type | Industry | |
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Horizon Investments LLC
![]() Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans.
7
| Holding Company | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff J. Roach via their personal network
Company | Sector | Related people | Main position |
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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 | |
Amundi Asset Management US, Inc.
![]() Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
Clemson University | College/University | Doctorate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
North Carolina State University | College/University | Graduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
University of Tennessee | College/University | Masters Business Admin | |
Wofford College | College/University | Undergraduate Degree Undergraduate Degree | |
PEAK6 Group LLC
![]() PEAK6 Group LLC Investment ManagersFinance PEAK6 Group LLC engages in the provision of financial services. It offers apex clearing, capital management, sports, and strategic capital. The company was founded by Matthew Nels Hulsizer and Jennifer Just Makowiec in 1997 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
St. Lawrence University | College/University | Undergraduate Degree | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree Graduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin |
Statistics
International
United States | 17 |
Sectoral
Consumer Services | 10 |
Finance | 8 |
Operational
Portfolio Manager-Equities | 6 |
Undergraduate Degree | 6 |
Corporate Officer/Principal | 3 |
Analyst-Equity | 3 |
Chief Investment Officer | 2 |
Most connected contacts
Insiders | |
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Ron Saba | 6 |
Scott Evan Ladner | 6 |
Aaron C. Price | 3 |
Steven Averitt | 3 |
Austin Fitch | 3 |
Steven Clark | 2 |
Scott Albright | 2 |
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