Wes Strode
Analyst-Equity at Portfolio Design Advisors, Inc.
Network origin in Wes Strode first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Nebraska
68
| College/University | Other Consumer Services | 68 |
Old Mutual Capital, Inc.
Old Mutual Capital, Inc. Investment ManagersFinance Old Mutual Capital, Inc. provided investment advice. The company was headquartered in Denver, CO.
4
| Extinct | Investment Managers | 4 |
Portfolio Design Advisors, Inc.
Portfolio Design Advisors, Inc. Investment ManagersFinance Portfolio Design Advisors, Inc. (PDA) is an asset management firm headquartered in Centennial, Colorado. The firm is a wholly-owned subsidiary of GWM Holdings, Inc., and was founded in 2006. PDA provides investment advisory and portfolio management services to individuals and institutional clients. The firm specializes in creating sophisticated and customized investment strategies.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Wes Strode via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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 | |
State Farm Investment Management Corp.
State Farm Investment Management Corp. Investment ManagersFinance State Farm Investment Management Corp. (SFIMC) is a SEC-registered investment advisor and fund manager headquartered in Bloomington, Illinois. The firm was founded in 2002 and is wholly-owned by State Farm Mutual Automobile Insurance Co. SFIMC provides investment supervisory services for, or arranges for, such services to the State Farm Mutual Funds. | Investment Managers | 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 | |
Regent University | College/University | Graduate Degree | |
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 | |
Jackson National Life Distributors LLC
Jackson National Life Distributors LLC Insurance Brokers/ServicesFinance Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO. | Insurance Brokers/Services | Consultant / Advisor | |
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 | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
Colorado School of Mines | 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 | |
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 | |
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 | Analyst-Equity Portfolio Manager-Equities | |
SYNERGY HOUSE | Home Furnishings | Director/Board Member Director/Board Member | |
Guan Chong Cocoa Manufacturer Sdn. Bhd.
Guan Chong Cocoa Manufacturer Sdn. Bhd. Food: Specialty/CandyConsumer Non-Durables Part of Guan Chong Bhd., Guan Chong Cocoa Manufacturer Sdn. The company is based in Pasir Gudang, Malaysia. Bhd. is a Malaysian company that processes and produces cocoa-derived food ingredients such as cocoa liquor, cocoa butter, cocoa cake, and cocoa powder. | Food: Specialty/Candy | Corporate Officer/Principal | |
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 | |
Missouri Bar Association | Corporate Officer/Principal | ||
Columbia Funds
Columbia Funds Investment Banks/BrokersFinance Columbia Funds provides investment banking services. The company is headquartered in Shrewsbury, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
JB Cocoa Sdn. Bhd.
JB Cocoa Sdn. Bhd. Food: Specialty/CandyConsumer Non-Durables Part of JB Foods Ltd., JB Cocoa Sdn. The company is based in Gelang Patah, Malaysia. Bhd. is a Malaysian company that produces, sells, and exports cocoa ingredients. The company was founded by How Keong Tey. | Food: Specialty/Candy | Chief Tech/Sci/R&D Officer | |
JB Kakao GmbH | Director/Board Member | ||
JB FOODS LIMITED | Food: Specialty/Candy | Sales & Marketing | |
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 | |
Ohio State Bar Association
Ohio State Bar Association Miscellaneous Commercial ServicesCommercial Services The Ohio State Bar Association is a professional association for those who have been admitted to the practice of law. The non-profit company is based in Columbus, OH and has subsidiaries in the United States. The association represents nearly 65 percent of law practitioners, including paralegals and student associate members. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Kansas Bar Association | Corporate Officer/Principal | ||
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 | |
Piper Sandler & Co.
Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal | |
Dinan & Co. LLC (Private Equity)
Dinan & Co. LLC (Private Equity) Investment ManagersFinance Dinan & Co. LLC (Dinan & Co.) is a private equity investment arm of Dinan & Co. LLC founded in 1988 by Michael A. Dinan. The firm is headquartered in Phoenix, Arizona. | Investment Managers | Private Equity Investor | |
Dinan & Co., LLC
Dinan & Co., LLC Investment Banks/BrokersFinance Dinan & Co LLC provides investment banking services. It specializes in merger and acquisition, valuation and fairness opinions, and merchant banking advisory services. The company was founded by Michael A. Dinan in 1988 and is headquartered in Phoenix, AZ. | Investment Banks/Brokers | Corporate Officer/Principal | |
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. | Investment Managers | President | |
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. | Investment Managers | Director/Board Member |
Statistics
International
United States | 39 |
Malaysia | 4 |
Bermuda | 2 |
China | 2 |
Germany | 2 |
Sectoral
Finance | 26 |
Consumer Services | 8 |
Consumer Non-Durables | 5 |
Commercial Services | 3 |
Government | 2 |
Operational
Corporate Officer/Principal | 98 |
Undergraduate Degree | 69 |
Director/Board Member | 53 |
President | 47 |
Chief Executive Officer | 35 |
Most connected contacts
Insiders | |
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Julian Sluyters | 22 |
Kim M. Robak | 15 |
Adrian John Maizey | 12 |
Andra Purkalitis | 9 |
Mark E. Rentschler | 9 |
Mike Liu | 8 |
Eric Werner | 8 |
Kathryn Burns | 7 |
Carrie Messinger | 7 |
Sarah Sampson | 7 |
Bryce B. Engel | 7 |
Serge R. Martinod | 7 |
Todd M. Eicher | 7 |
Nick Stark | 6 |
Nilesh Patel | 6 |
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