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Network origin in Stephen Q. Spencer first degree
Entity | Entity type | Industry | |
---|---|---|---|
Edge Asset Management, Inc.
![]() Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT).
23
| Extinct | Investment Managers | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Stephen Q. Spencer via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
D. A. Davidson & Co.
![]() D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity | |
Prospector Partners LLC
![]() Prospector Partners LLC Investment ManagersFinance Prospector Partners LLC (Prospector) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Guilford, Connecticut. The firm was founded in 1997 by John D. Gillespie. Prospector provides discretionary investment management services to various institutional clients, which includes, but not limited to, private investment funds, a registered investment company, insurance companies, and other corporate or institutional entities. | Investment Managers | Chief Executive Officer | |
First Interstate Bank (Billings, Montana)
![]() First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Intact U.S. Holdings, Inc.
![]() Intact U.S. Holdings, Inc. MiscellaneousMiscellaneous Intact U.S. Holdings, Inc. operates as a holding company. It is a property and casualty insurance writer that provides a range of insurance products and services. The firm operates in three segments: specialty insurance operations, other insurance operations and investing, financing and corporate operations. The company was founded in 2000 and is headquartered in Roseville, MN. | Miscellaneous | Director/Board Member | |
William O'Neil + Co., Inc.
![]() William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Investment Managers | Corporate Officer/Principal | |
DYNAMIC Capital Management LLC
![]() DYNAMIC Capital Management LLC Investment ManagersFinance Dynamic Capital Management LLC provides investment advice. The firm provides services to pooled investment vehicles. It invests in the public equity markets of the United States. The company was founded in 1999 and is headquartered in New York, NY. | Investment Managers | Analyst-Equity | |
Frost Investment Advisors LLC
![]() Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Investment Managers | Analyst-Equity | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
Principal Global Investors LLC
![]() Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities | |
Stanford University | College/University | Masters Business Admin | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
White Mountains Advisors LLC
![]() White Mountains Advisors LLC Investment ManagersFinance White Mountains Advisors LLC (WMA) is an investment adviser headquartered in Guilford, Connecticut. The firm was founded in 2003 and they are a wholly-owned subsidiary of Guilford Holdings, Inc., ultimately owned by White Mountains Insurance Group Ltd. (NYSE:WTM). WMA manages investments for the insurance company subsidiaries and affiliates of White Mountains Insurance Group. The firm also manages investments for various holding company and other non-insurance company subsidiaries and affiliates of White Mountains Insurance Group. | Investment Managers | President | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
White Mountains Reinsurance Co. of America
![]() White Mountains Reinsurance Co. of America Property/Casualty InsuranceFinance White Mountains Reinsurance Co. of America provides property and casualty insurance services. The company operates in Chicago, Greenwich, Miami and Toronto. It was founded in 1980 and is headquartered in New York City, NY. | Property/Casualty Insurance | Director/Board Member | |
Northwestern Trust & Investors Advisory Co.
![]() Northwestern Trust & Investors Advisory Co. Investment ManagersFinance Part of Bank of Montreal, Northwestern Trust & Investors Advisory Co. is a company that provides financial investment advice. The company is based in Seattle, WA. Northwestern Trust & Investors Advisory was acquired by Bank of Montreal on April 01, 2002. | Investment Managers | Corporate Officer/Principal | |
Bates College | College/University | Director/Board Member | |
Brigham Young University | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree | |
Gonzaga University | College/University | Masters Business Admin Corporate Officer/Principal | |
Indiana University | College/University | Masters Business Admin | |
Employees Retirement System of Texas
![]() Employees Retirement System of Texas Investment ManagersFinance The Employees Retirement System of Texas (ERS) is the state-owned pension fund entity headquartered in Austin, Texas. ERS was founded in 1947 and manages benefits for employees and retirees of State of Texas agencies and some higher education institutions. | Investment Managers | Corporate Officer/Principal | |
Fund American Enterprise Holdings, Inc.
![]() Fund American Enterprise Holdings, Inc. Financial ConglomeratesFinance Part of White Mountains Insurance Group Ltd., Fund American Enterprise Holdings, Inc. functions as an investment holding company. The company is based in Hanover, NH. | Financial Conglomerates | Director/Board Member | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
St. Mary's College of California | College/University | Undergraduate Degree | |
San Jose State University | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Graduate Degree | |
University of Portland | College/University | Undergraduate Degree | |
University of South Florida | College/University | Undergraduate Degree | |
Western Washington University | College/University | Undergraduate Degree | |
Whitman College | College/University | Undergraduate Degree | |
Allegheny College | College/University | Undergraduate Degree | |
Central University of Finance & Economics | College/University | Undergraduate Degree | |
Silvant Capital Management LLC
![]() Silvant Capital Management LLC Investment ManagersFinance Silvant Capital Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a 100% owned subsidiary of Virtus Fund Advisers LLC, which was formerly known as RidgeWorth Capital Management LLC prior to the acquisition of RidgeWorth by Virtus Investment Partners, Inc. on June 1, 2017. Virtus Fund Advisers is an investment adviser registered with the SEC and is also a money management holding company. Virtus Fund Advisers is a wholly-owned subsidiary of Virtus Intermediate Holdings LLC, which is wholly owned by Virtus Partners, Inc., whose parent company is Virtus Investment Partners, Inc. Prior to 2008, Silvant was known as the Growth Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008. | Investment Managers | Portfolio Manager-Equities | |
Strategic Income Management LLC
![]() Strategic Income Management LLC Investment ManagersFinance Strategic Income Management LLC (SiM) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2010 by Gary Pokrzywinski and Rany Yoakum, II. SiM provides investment advisory and high yield fixed income portfolio management services to institutional clients such as mutual funds, private funds, and pension plans. The firm is a signatory of the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social and corporate governance considerations into their investment decision-making and ownership practices. | Investment Managers | Founder Analyst-Equity Director of Research - Equity | |
Autosales, Inc.
![]() Autosales, Inc. Specialty StoresRetail Trade Autosales, Inc. specializes in providing car parts for both modern and classic cars, as well as accessories for Jeeps and trucks. The private company is based in Tallmadge, OH and has subsidiaries in the United States. The company also offers street performance and off-road parts, as well as mechanic tools and shop equipment. Customers can enjoy free shipping on orders over $109. The CEO of the company is Scott J. Peterson. | Specialty Stores | Chief Executive Officer | |
Porchlight Homes LLC
![]() Porchlight Homes LLC HomebuildingConsumer Durables Porchlight Homes LLC is a new home builder located in Phoenix, AZ. The American company offers new communities throughout the metro area and is dedicated to providing premier homes to its customers. Porchlight Homes was founded by Ryan Larsen and Scott J. Peterson, with Scott J. Peterson serving as CEO since incorporation. | Homebuilding | Chief Executive Officer | |
PACCAR Leasing Co. | Corporate Officer/Principal |
Statistics
International
United States | 50 |
China | 2 |
Sectoral
Finance | 27 |
Consumer Services | 19 |
Miscellaneous | 3 |
Consumer Durables | 3 |
Retail Trade | 2 |
Operational
Corporate Officer/Principal | 39 |
Undergraduate Degree | 21 |
Portfolio Manager-Equities | 20 |
Analyst-Equity | 13 |
Masters Business Admin | 11 |
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