Patrick Lowell Burleson
Analyst-Fixed Income at Fort Washington Investment Advisors, Inc.
Network origin in Patrick Lowell Burleson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).
65
| Subsidiary | Investment Managers | 65 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patrick Lowell Burleson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
The Western & Southern Life Insurance Co.
 The Western & Southern Life Insurance Co. Insurance Brokers/ServicesFinance The Western & Southern Life Insurance Co. provides insurance services. The firm specializes in financial services, life insurance, annuities and investments. The company was founded in 1888 and is headquartered in Cincinnati, OH. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal | |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Osborn Williams & Donohoe LLC
 Osborn Williams & Donohoe LLC Investment ManagersFinance Osborn, Williams & Donohoe LLC (OWD) is a wealth management firm headquartered in Cincinnati, Ohio. The firm is a subsidiary of HighTower Advisors LLC, ultimately owned by Hightower Holding LLC. The firm was founded in 1901. OWD provides investment advice to a diverse group of investors. Their clients include entrepreneurs, successful businessmen and women, medical professionals, as well as other high-net worth individuals and their families. | Investment Managers | Chairman Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Investment Managers | Portfolio Manager-Equities | |
NLG Capital, Inc.
 NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
ConveyIQ, Inc.
 ConveyIQ, Inc. Internet Software/ServicesTechnology Services ConveyIQ, Inc. engages in the development of a cloud-based interview management software platform. Its solutions include candidate engagement platform, communications, digital interviewing software, and scheduling. The company was founded by Andrew C. Paradise, Danielle L. Weinblatt, Ty Abernethy, and Anthony Cintron on December 31, 2011 and is headquartered in New York, NY. | Internet Software/Services | Founder | |
| University of Virginia | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Vanderbilt University | College/University | Masters Business Admin Graduate Degree | |
| Boston University | College/University | Undergraduate Degree | |
Western & Southern Financial Group, Inc.
 Western & Southern Financial Group, Inc. Investment ManagersFinance Western & Southern Financial Group, Inc. provides life insurance, financial investment and real estate investment management services. The company was founded in 1888 and is headquartered in Cincinnati, OH. | Investment Managers | Corporate Officer/Principal Chief Investment Officer Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal | |
| Xavier University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Director/Board Member Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| DePauw University | College/University | Undergraduate Degree Undergraduate Degree | |
The Lafayette Life Insurance Co.
 The Lafayette Life Insurance Co. Life/Health InsuranceFinance The Lafayette Life Insurance Co. sells individual and group life insurance and annuities. Its products include whole, senior age, term, universal life insurance and annuities such as immediate, indexed services. The company also provides accident and long-term disability insurance. The company was founded in 1905 and is located in Lafayette, IN. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree 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 Undergraduate Degree | |
| University of Alberta | 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 Undergraduate Degree Undergraduate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree | |
| Williams College of Business | College/University | Director/Board Member Masters Business Admin | |
| University of Louisville | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Skillz Platform, Inc.
 Skillz Platform, Inc. Packaged SoftwareTechnology Services Skillz Platform, Inc. owns and operates mobile eSports platform. It enables users to host streaming video game tournaments. It hosts billions of casual esports tournaments. Its marketplace helps developers build multi-million dollar franchises by enabling social competition in its games. The company was founded by Andrew C. Paradise and Casey Chafkin in 2012 and is headquartered in San Francisco, CA. | Packaged Software | Chief Executive Officer | |
The Watermill Group
 The Watermill Group Investment ManagersFinance The Watermill Group (The Watermill Group) is a private equity firm founded in 1978 by Steven E. Karol. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
| Double Picture LLC | Chief Executive Officer | ||
| SKILLZ INC. | Data Processing Services | Chief Executive Officer | |
Aarki LLC
 Aarki LLC Advertising/Marketing ServicesCommercial Services Aarki LLC focuses on providing mobile marketing ecosystem. It connects the users to brands they love and delivers performance at scale to companies that participate in ecosystem. The company was founded by Sid Bhatt and Levon Budagyan in September 2010 and is headquartered in Mountain View, CA. | Advertising/Marketing Services | Director/Board Member |
Statistics
International
| United States | 47 |
| Canada | 4 |
Sectoral
| Finance | 22 |
| Consumer Services | 22 |
| Technology Services | 5 |
| Commercial Services | 3 |
Operational
| Corporate Officer/Principal | 92 |
| Undergraduate Degree | 64 |
| Analyst-Equity | 38 |
| Masters Business Admin | 35 |
| Portfolio Manager-Equities | 33 |
Most connected contacts
| Insiders | |
|---|---|
| Maribeth Rahe | 25 |
| T. Moore | 10 |
| Steve Kreider | 9 |
| Andrew Paradise | 9 |
| Nick Sargen | 9 |
| Jamie Jihong Chui | 9 |
| David Keith Robinson | 9 |
| Andrew A. Boczek | 8 |
| Sunit Gogia | 8 |
| Don Osborne | 8 |
| David C. McColl | 7 |
| Wade Donels | 6 |
| Amy W. Eddy | 6 |
| Lawrence Lee | 6 |
| Jamie Wilhelm | 6 |
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