Network origin in Bill Sena 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).
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| Subsidiary | Investment Managers | 37 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bill Sena 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 | |
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 | |
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 | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
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 Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Corporate Officer/Principal | |
INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal | |
Rutabaga Capital Management LLC
Rutabaga Capital Management LLC Investment ManagersFinance Rutabaga Capital Management LLC (Rutabaga) is an independent investment advisory firm headquartered in Cambridge, Massachusetts. The firm was founded by Peter C. Schliemann in 1999. Rutabaga provides discretionary investment management services to institutional clients, which includes corporations, pensions, endowments, profit-sharing plans, mutual funds, private investment funds, trust programs and charitable organizations. | Investment Managers | Analyst-Equity | |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | 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 Virginia | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Dartmouth College | College/University | Masters Business Admin | |
American Endowment Foundation
American Endowment Foundation Investment ManagersFinance American Endowment Foundation provides donors and advisors to manage charitable funds. It involves compliance monitoring, state and federal filings, charity review, and grant disbursements. The firm also offers options in the types of assets donors can contribute and investments donors can recommend. The company was founded by Philip E. Tobin and Thomas J. Tobin in 1993 and is headquartered in Hudson, OH. | Investment Managers | Director/Board Member | |
Vanderbilt University | College/University | Masters Business Admin Graduate Degree | |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Analyst-Fixed Income | |
Boston University | College/University | Undergraduate Degree | |
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 | |
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 | Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal | |
Prudential Financial, Inc. /Retail Securities Brokerage Ops/ | Investment Banks/Brokers | Corporate Officer/Principal | |
Xavier University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | 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 Cincinnati (Ohio) | College/University | Doctorate 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 | |
Cincinnati Symphony Orchestra
Cincinnati Symphony Orchestra Movies/EntertainmentConsumer Services Cincinnati Symphony Orchestra provides live orchestra presentations. The firm performs as the Cincinnati Pops, is one of America’s finest ensembles. The company was founded in 1895 and is headquartered in Cincinnati, OH. | Movies/Entertainment | Director/Board Member | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Investment Committee Member | |
EF Hutton Group
EF Hutton Group Investment Banks/BrokersFinance EF Hutton Group (EF Hutton) is an independent broker/dealer firm headquartered in New York City. The firm was founded in 2020 as Kingswood Capital Markets and rebranded to EF Hutton Group in 2021. EF Hutton offers an international suite of proprietary and customized solutions within the public and private investment banking, middle and emerging growth markets. | Investment Banks/Brokers | Analyst-Equity | |
Zacks Investment Research, Inc. (Small Cap Research) | Investment Managers | Analyst-Equity | |
Kellogg School of Management | College/University | Masters Business Admin | |
Trinity College & University | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree | |
University of Alberta | College/University | Graduate Degree | |
Lower Colorado River Authority (Texas) | General Government | Corporate Officer/Principal | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Standard & Poor's Investment Advisory Services (UK) Ltd.
Standard & Poor's Investment Advisory Services (UK) Ltd. Investment ManagersFinance Standard & Poor's Investment Advisory Services (UK) Ltd. is the Great Britain-based financial research subsidiary of S&P Global, Inc. (NYSE: SPGI) in the US. Formerly known as McGraw-Hill Financial Research Europe Ltd., established in 1994 as Standard & Poor's LLC, the firm is located in London. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 43 |
Canada | 4 |
Israel | 2 |
United Kingdom | 2 |
Sectoral
Finance | 30 |
Consumer Services | 16 |
Technology Services | 2 |
Commercial Services | 2 |
Government | 2 |
Operational
Corporate Officer/Principal | 58 |
Undergraduate Degree | 36 |
Analyst-Equity | 27 |
Portfolio Manager-Equities | 24 |
Masters Business Admin | 19 |
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