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Kyle Spand Jones
Director/Board Member at PFM Asset Management LLC
Network origin in Kyle Spand Jones first degree
Entity | Entity type | Industry | |
---|---|---|---|
PFM Asset Management LLC
![]() PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies.
19
| Subsidiary | Investment Managers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kyle Spand Jones via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
First American Funds, Inc. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Lord, Abbett & Co. LLC
![]() Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
NUVEEN MULTI-MARKET INCOME FUND | Investment Trusts/Mutual Funds | President | |
Wilmington Trust Corp.
![]() Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Major Banks | Corporate Officer/Principal | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Chief Executive Officer | |
Cadre Financial Services, Inc.
![]() Cadre Financial Services, Inc. Regional BanksFinance Part of U.S. Bancorp, Cadre Financial Services, Inc. is a company that provides cash management services to local school districts and operates as a broker dealer. The company is based in Lake Ronkonkoma, NY. Cadre Financial Services was acquired by PFM Asset Management LLC, a subsidiary of U.S. Bancorp from Ambac Financial Group, Inc. on March 31, 2004. | Regional Banks | Chief Operating Officer | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
PFM Group, Inc.
![]() PFM Group, Inc. Investment ManagersFinance PFM Group, Inc. provides financial and investment advisory services. It offers financial advisory, asset management, consulting, financial modeling, alternative finance, and specialized services. The company was founded in 1975 and is headquartered in Abington, PA. | Investment Managers | Chief Investment Officer Chief Executive Officer Corporate Officer/Principal | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Susquehanna University | College/University | Undergraduate Degree | |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CFA Society of Philadelphia | Corporate Officer/Principal | ||
Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
Federal Reserve System | General Government | Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree | |
The City College of New York | College/University | Undergraduate Degree | |
Leucadia Asset Management LLC
![]() Leucadia Asset Management LLC Investment ManagersFinance Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Rice Securities LLC
![]() Rice Securities LLC Investment Banks/BrokersFinance A subsidiary of Rice Financial Products Co., Apex Pryor Securities, Inc. is a broker/dealer headquartered in Houston. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
MACQUARIE GROUP LIMITED | Financial Conglomerates | Corporate Officer/Principal | |
Villanova University | College/University | Graduate Degree | |
Indian Institute of Management Ahmedabad | College/University | Masters Business Admin | |
Jawaharlal Nehru Technological University | College/University | Undergraduate Degree | |
Spouting Rock Financial Partners LLC (Private Equity)
![]() Spouting Rock Financial Partners LLC (Private Equity) Investment ManagersFinance Spouting Rock Financial Partners LLC (Private Equity) (Spouting Rock Financial Partners) is a private equity/venture capital operating division of Spouting Rock Financial Partners LLC founded in 2006 by Blakely Chapman Page. The firm is headquartered in Bryn Mawr, Pennsylvania. | Investment Managers | Private Equity Investor | |
South Carolina Honors College | College/University | Undergraduate Degree | |
Swarthmore College | College/University | Undergraduate Degree | |
Columbia Threadneedle Investments (Missouri)
![]() Columbia Threadneedle Investments (Missouri) Financial ConglomeratesFinance Columbia Threadneedle Investments (Missouri) provides investment services. Its products include mutual fund, managed accounts, exchange traded funds, 529 plan, variable products, and close-end funds. The company is headquartered in Hazelwood, MO. | Financial Conglomerates | Corporate Officer/Principal | |
Georgia State University | College/University | Graduate Degree | |
University of Maryland | College/University | Masters Business Admin | |
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 | |
University of Pennsylvania | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree | |
Children's Literacy Initiative | Director/Board Member | ||
Magee Rehabilitation Hospital
![]() Magee Rehabilitation Hospital Hospital/Nursing ManagementHealth Services Magee Rehabilitation Hospital provides physical and cognitive rehabilitation services. Its rehabilitations include for spinal cord, brain, orthopedic injury, stroke, amputations and other injuries. The company was founded in 1958 and is headquartered in Philadelphia, PA. | Hospital/Nursing Management | Director/Board Member |
Statistics
International
United States | 44 |
India | 3 |
United Kingdom | 2 |
Hong Kong | 2 |
Australia | 2 |
Sectoral
Consumer Services | 19 |
Finance | 15 |
Miscellaneous | 10 |
Commercial Services | 4 |
Electronic Technology | 2 |
Operational
Corporate Officer/Principal | 31 |
Undergraduate Degree | 18 |
Portfolio Manager-Fixed Income | 17 |
Investment Committee Member | 9 |
Portfolio Manager-Equities | 8 |
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