Hunter Willis
Portfolio Manager-Equities at Envestnet Asset Management, Inc.
Network origin in Hunter Willis first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.
25
| Subsidiary | Investment Managers | 25 |
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations.
6
| Subsidiary | Investment Managers | 6 |
University of Western Kentucky
3
| College/University | Other Consumer Services | 3 |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Hunter Willis via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Colorado Denver | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| University of Louisville | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree | |
| ENVESTNET, INC. | Packaged Software | Founder Founder | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
| University of Colorado Boulder | College/University | Undergraduate Degree Undergraduate Degree | |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
| Wellesley College | College/University | Undergraduate Degree | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree | |
| University of Wisconsin-Whitewater | College/University | Undergraduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| Bridgewater State College | College/University | Undergraduate Degree | |
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
| Securities Finance Trust Co. | Corporate Officer/Principal | ||
| University of Kansas | College/University | Masters Business Admin | |
| University of Missouri | College/University | Undergraduate Degree | |
| Lowa State University | College/University | Undergraduate Degree | |
| Aurora University | College/University | Undergraduate Degree | |
| MIT Sloan School of Management | College/University | Undergraduate Degree | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
| Brandeis University | College/University | Graduate Degree | |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Investment Managers | Corporate Officer/Principal | |
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 | |
Meeder Asset Management, Inc.
 Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Investment Managers | Analyst-Fixed Income | |
| University of Kentucky | College/University | Undergraduate Degree | |
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Managers | Analyst-Equity | |
| Bellarmine University | College/University | Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| University of Iowa | College/University | Doctorate Degree | |
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
| DePaul University | College/University | Graduate Degree | |
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | Investment Managers | Founder | |
Equity Resource Investments LLC
 Equity Resource Investments LLC Investment ManagersFinance Equity Resource Investments LLC is an Independent Venture Capital firm founded in 1981. Equity Resource Investments LLC is headquartered in Cambridge. | Investment Managers | Private Equity Investor | |
| University of Parma | College/University | Undergraduate Degree | |
| Fairfield University | College/University | Director/Board Member | |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
Envestnet Portfolio Solutions, Inc.
 Envestnet Portfolio Solutions, Inc. Investment ManagersFinance Part of Envestnet, Inc., Envestnet Portfolio Solutions, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help financial professionals make sense of their clients' finances. The company is based in Boston, MA. Envestnet's ecosystem equips advisors with tools and resources to deliver impactful financial advice to their clients, streamlines processes, offers greater personalization, and provides an enhanced customer experience. The company's goal is to help financial professionals be more efficient and effective in their work, allowing them to focus on deepening client relationships. | Investment Managers | Corporate Officer/Principal | |
| Allegheny College | College/University | Undergraduate Degree |
Statistics
International
| United States | 48 |
| Israel | 2 |
| China | 2 |
| Italy | 2 |
Sectoral
| Consumer Services | 30 |
| Finance | 20 |
| Technology Services | 2 |
Operational
| Undergraduate Degree | 33 |
| Analyst-Equity | 25 |
| Corporate Officer/Principal | 23 |
| Masters Business Admin | 11 |
| Portfolio Manager-Equities | 10 |
Most connected contacts
| Insiders | |
|---|---|
| Brandon Rockwell Thomas | 9 |
| Bill Crager | 8 |
| Frank Wei | 6 |
| Janis Zvingelis | 6 |
| Tim Clift | 5 |
| Michael P. Manning | 5 |
| Tim Murphy | 5 |
| Ryan Tagal | 4 |
| Brad Fry | 4 |
| Monica Sengelmann | 4 |
| Dan Homan | 4 |
| Yinsi Qi | 4 |
| Art Chatfield | 4 |
| Cynthia Crandall | 4 |
| David Andrew Hawal | 4 |
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