![Teri Shepherd](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Teri Shepherd first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Nebraska
68
| College/University | Other Consumer Services | 68 |
QA3 Financial Corp.
![]() QA3 Financial Corp. Investment Banks/BrokersFinance Founded in 1998, QA3 Financial Corp. is a broker/dealer located in Omaha, Nebraska. The firm provides an array of trading and execution services for their clients. They do not provide any internal research
7
| Extinct | Investment Banks/Brokers | 7 |
Carson Group, Inc.
![]() Carson Group, Inc. Investment ManagersFinance Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE.
5
| Subsidiary | Investment Managers | 5 |
Carson Group, Inc. (New York)
![]() Carson Group, Inc. (New York) Investment ManagersFinance Carson Group provides financial information services. The firm specializes in global shareholder research and related advisory services. The company was foundedd by David M. Geliebter and is headquartered in New York, NY.
4
| Subsidiary | Investment Managers | 4 |
Carson Group Holdings LLC
![]() Carson Group Holdings LLC Investment ManagersFinance Carson Group Holdings LLC provides wealth management services to financial advisors and clients. The company was founded by Ronald Lloyd Carson, Jr. and is headquartered in Omaha, NE.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Teri Shepherd via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
AMERICAN ELECTRIC POWER COMPANY, INC. | Electric Utilities | Corporate Officer/Principal | |
FISERV, INC. | Regional Banks | Director/Board Member | |
Mesirow Financial Investment Management, Inc.
![]() Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Analyst-Equity | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Union Pacific Railroad Co.
![]() Union Pacific Railroad Co. RailroadsTransportation Union Pacific Railroad Co. engages in the provision of railroad and freight transportation services. Its railroad links coast ports and provides transportation service through its gateways. The company was founded by Abraham Lincoln on July 1, 1862 and is headquartered in Omaha, NE. | Railroads | Corporate Officer/Principal | |
Gofen & Glossberg LLC
![]() Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
Pittenger & Anderson, Inc.
![]() Pittenger & Anderson, Inc. Investment ManagersFinance Pittenger & Anderson, Inc. (P&A) is an independent, SEC-registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded by James "Jim" Pittenger, Jr. and Daniel "Dan" Anderson in 1995. P&A provides advisory services to individual and institutional clients. | Investment Managers | Investment Committee Member Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Hallmark Cards, Inc.
![]() Hallmark Cards, Inc. Consumer SundriesConsumer Non-Durables Hallmark Cards, Inc. sells greeting card products, art supplies and stationery to retail outlets. It offers greeting cards, holiday cards, gift wrap, story books, ornaments and stationary products. The firm offers art tools, crafting activities, and creative toys for kids. The company was founded by Joyce Clyde Hall in 1910 and is headquartered in Kansas City, MO. | Consumer Sundries | Sales & Marketing | |
SELINSING PLC | Financial Conglomerates | Director/Board Member | |
Planalytics, Inc.
![]() Planalytics, Inc. Miscellaneous Commercial ServicesCommercial Services Planalytics, Inc. provides business weather intelligence and optimization technology. It offers weather analytics, weather intelligence, business intelligence, planning, inventory management, and allocation. The company was founded by Frederic D. Fox and Richard J. Fox in 1996 and is headquartered in Berwyn, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
ProcessUnity, Inc.
![]() ProcessUnity, Inc. Packaged SoftwareTechnology Services ProcessUnity, Inc. provides on-demand risk management software solutions to small, medium, and large enterprises in various industries. The firm solutions include Service Delivery Risk Management that captures and standardizes product catalogs, and optimizes client service delivery; financial close process management and policy and procedure management, a cloud-based solution for administering policy lifecycles, certifying communications, assessing performance, and managing exceptions and issues. The company was founded in 2003 and is headquartered in Waltham, MA. | Packaged Software | Director/Board Member Director/Board Member | |
Ameritas Investment Partners, Inc.
![]() Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
DISTILLERIES COMPANY OF SRI LANKA PLC | Beverages: Alcoholic | Director/Board Member | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Charleston Southern University | College/University | Undergraduate Degree | |
State of Nebraska | Province/State | Human Resources Officer Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
CWM LLC
![]() CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Investment Managers | Chief Executive Officer Analyst-Equity Portfolio Manager-Equities | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Senior Market Sales LLC
![]() Senior Market Sales LLC Multi-Line InsuranceFinance Senior Market Sales, Inc. provides health and life insurance services. The firm offers marketing consultant, online forms library, contracting support, training events, business processing, compliance alerts and quoting tools. The company was founded in 1982 and is headquartered in Omaha, NE. | Multi-Line Insurance | Sales & Marketing Compliance Officer | |
Tributary Capital Management LLC
![]() Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Investment Managers | Analyst-Equity Sales & Marketing | |
Long Ridge Equity Partners LLC
![]() Long Ridge Equity Partners LLC Investment ManagersFinance Long Ridge Equity Partners LLC (Long Ridge Equity Partners) is an independent private equity firm founded in 2007 by James D. Brown. The firm is headquartered in New York. | Investment Managers | Founder Private Equity Investor | |
The University of Nebraska-Lincoln | College/University | Undergraduate Degree Undergraduate Degree | |
SYNERGY HOUSE | Home Furnishings | Director/Board Member Director/Board Member | |
Synergy House Furniture Sdn. Bhd.
![]() Synergy House Furniture Sdn. Bhd. Specialty StoresRetail Trade Synergy House Furniture Sdn. The private company is based in Port Klang, Malaysia. Bhd. sells and manufactures furniture. | Specialty Stores | Director/Board Member Director/Board Member | |
SMITH HAYES Cos.
![]() SMITH HAYES Cos. Investment ManagersFinance SMITH HAYES Cos. operates as a holding company which provides financial advisory services. It offers asset management services to institutions, wealth management services to individuals, as well as retirement plan consulting and investment banking services to municipal and corporate clients. The company was founded by Thomas Curtis Smith and Thomas D. Hayes on January 25, 1985 and is headquartered in Lincoln, NE. | Investment Managers | Chief Executive Officer | |
Invest Nebraska Corp.
![]() Invest Nebraska Corp. Investment ManagersFinance Invest Nebraska Corp (Invest Nebraska) is a venture capital firm founded in 2002. The firm is headquartered in Lincoln, Nebraska. | Investment Managers | Director/Board Member | |
Saracen Energy Advisors LP
![]() Saracen Energy Advisors LP Investment ManagersFinance Saracen Energy Advisors LP (Saracen) is an independent hedge fund manager headquartered in Houston, Texas. The firm was founded by Neil Kelly in 2004. Saracen manages investment portfolios principally focused on trading in electric power. | Investment Managers | Corporate Officer/Principal | |
FWD Management Holdings Ltd. | Director/Board Member | ||
William Blair & Co. LLC (Investment Management)
![]() William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Investment Managers | Analyst-Equity | |
Kelley School of Business | College/University | Masters Business Admin | |
NEW TIMES ENERGY CORPORATION LIMITED | Wholesale Distributors | Director/Board Member | |
Tianjin Normal University | College/University | Undergraduate Degree | |
The Kansas City Sports Commission | Corporate Officer/Principal | ||
Footprints Asset Management & Research, Inc.
![]() Footprints Asset Management & Research, Inc. Investment ManagersFinance Footprints Asset Management & Research, Inc. (FAMR) is an independent registered investment advisory firm headquartered in Omaha, Nebraska. The firm was founded by Steve Lococo in 2003. FAMR provides advisory services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Prisma Graphic Corp.
![]() Prisma Graphic Corp. Commercial Printing/FormsCommercial Services Prisma Graphic Corp. provides commercial lithographic printing services. The firm designs, prints and distributes brochures, books, catalogs, and marketing materials for corporations. The company was founded in 1980 and is headquartered in Phoenix, AZ. | Commercial Printing/Forms | Sales & Marketing | |
FWD Life Insurance Co., Ltd.
![]() FWD Life Insurance Co., Ltd. Insurance Brokers/ServicesFinance FWD Fuji Life Insurance Co. Ltd. engages in life insurance business. The company was founded on August 8, 1996 and is headquartered in Tokyo, Japan. | Insurance Brokers/Services | Director/Board Member | |
Oklahoma State University | College/University | Masters Business Admin | |
Promab Biotechnologies, Inc.
![]() Promab Biotechnologies, Inc. BiotechnologyHealth Technology Promab Biotechnologies, Inc. is an antibody development company that has been in the field for 19 years. The private company is based in Richmond, CA and was founded by Jim Howell Qian. The company offers innovative CAR-T/NK cell technology platforms to serve clients in the immuno-oncology field. The company aims to out-license antibodies validated in CAR-T cell technology in the preclinical stage or to bring CAR-T technologies to the early stage market of clinical study. Promab has partnered with top biotechnology startups, medical institutions, and pharmaceutical companies to advance the development of CAR-T/NK cell for life science and biologics development. The company offers licenses to their existing antibodies and CAR-T/NK cell platform IP in multiple fields of immuno-oncology. | Biotechnology | Founder | |
Equity Three (Pvt) Ltd. | Director/Board Member |
Statistics
International
United States | 38 |
Sri Lanka | 4 |
Malaysia | 3 |
Hong Kong | 2 |
Bermuda | 2 |
Sectoral
Finance | 24 |
Consumer Services | 8 |
Commercial Services | 4 |
Consumer Non-Durables | 3 |
Utilities | 2 |
Operational
Corporate Officer/Principal | 108 |
Director/Board Member | 79 |
Undergraduate Degree | 74 |
President | 26 |
Analyst-Equity | 20 |
Most connected contacts
Insiders | |
---|---|
Jim Brown | 15 |
Kim M. Robak | 15 |
Kevin Bhatt | 14 |
Adrian John Maizey | 12 |
Chrisanta Francis Fernando | 11 |
Mark E. Rentschler | 9 |
Mike Liu | 8 |
Eric Werner | 8 |
Bryce B. Engel | 7 |
Serge R. Martinod | 7 |
Sarah Sampson | 7 |
Carrie Messinger | 7 |
Todd M. Eicher | 7 |
Chad Sandstedt | 6 |
Yee Luen Teh | 6 |
- Stock Market
- Insiders
- Teri Shepherd
- Company connections