Jeff Loehr
Investment Committee Member at SRS Capital Advisors, Inc.
Network origin in Jeff Loehr first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT).
75
| Extinct | Investment Managers | 75 |
University of South Florida
67
| College/University | Other Consumer Services | 67 |
University of Denver
49
| College/University | Other Consumer Services | 49 |
SRS Capital Advisors, Inc.
 SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. is a privately owned independent Registered Investment Advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They provide customized investment platforms and highly sophisticated wealth planning solutions for high net-worth families and individuals, businesses, and foundations.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff Loehr via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
| NEWMONT CORPORATION | Precious Metals | Corporate Officer/Principal Corporate Officer/Principal | |
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Investment Managers | Analyst-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Director of Research - Fxd Inc Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income | |
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 | |
GE Financial Assurance Holdings LLC
 GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Portfolio Manager-Fixed Income Director of Investments | |
INVESCO Funds Group, Inc.
 INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Berger Financial Group LLC
 Berger Financial Group LLC Investment Trusts/Mutual FundsMiscellaneous Part of Janus Henderson Group Plc, Berger Financial Group LLC is a company that manages funds. The company is based in Kansas City, MO. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Accelecare Wound Centers LLC
 Accelecare Wound Centers LLC Hospital/Nursing ManagementHealth Services Accelecare Wound Centers LLC operates as a wound care and disease management company. It provides wound management solutions to hospitals and related healthcare organizations. The firm also provides capital expenditures, management staff, start-up implementation services, and clinical management system. The company was founded by Michael K. Lester in 2007 and is headquartered in Jacksonville, FL. | Hospital/Nursing Management | Chief Tech/Sci/R&D Officer | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Graduate Degree | |
Leerink Partners LLC
 Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Corporate Officer/Principal | |
Holland & Hart LLP
 Holland & Hart LLP Miscellaneous Commercial ServicesCommercial Services Holland & Hart LLP provides legal services. It delivers integrated legal solutions to regional, national, and international clients of all sizes. The company was founded by Stephen H. Hart and Joe Holland on July 1, 1947 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
Moors & Cabot, Inc.
 Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Investment Banks/Brokers | Corporate Officer/Principal | |
Air Products Healthcare, Inc.
 Air Products Healthcare, Inc. Medical/Nursing ServicesHealth Services Air Products Healthcare, Inc. provides home healthcare services. It offers respiratory and home medical equipment services, rehabilitation and assistive technology, and infusion therapy services. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Medical/Nursing Services | Corporate Officer/Principal | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Florida State University | College/University | Graduate Degree Undergraduate Degree | |
| Gonzaga University | College/University | Graduate Degree Undergraduate Degree | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
| Metropolitan State University of Denver | College/University | Undergraduate Degree Undergraduate Degree | |
| Middlebury College | College/University | Graduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Graduate Degree | |
| The University of Colorado | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Doctorate Degree Undergraduate Degree | |
| University of Tennessee | College/University | Corporate Officer/Principal Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
TriHealth, Inc.
 TriHealth, Inc. Hospital/Nursing ManagementHealth Services TriHealth, Inc. provides health care services. The firm’s services include acupuncture and holistic health, alcohol and drug treatment, allergy and immunology, audiology, bariatrics, behavioral health, breast care, breastfeeding resources, cancer care, center for simulation and education, clinical research, corporate health, critical care medicine, dermatology, diabetes, digestive health, ear, nose and throat, education, emergency care, employee assistance program, geriatric services, grief support and gynecology. The company was founded in 1995 and is headquartered in Cincinnati, OH. | Hospital/Nursing Management | Corporate Officer/Principal | |
The Berger Funds
 The Berger Funds Investment ManagersFinance The Berger Funds operates and manages a shareholder welfare fund. The private company is based in Denver, CO and has subsidiaries in the United States. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Colorado Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| PROSPECT GLOBAL RESOURCES INC | Other Metals/Minerals | Director/Board Member Director/Board Member | |
Denver Bar Association
 Denver Bar Association Miscellaneous Commercial ServicesCommercial Services The Denver Bar Association is a professional organization that promotes justice in the legal community. The Denver Bar Association is based in Denver, CO. The private company offers a variety of resources and benefits to their members to assist them in their legal practice. The association provides opportunities for new lawyers to network with other professionals through their Young Lawyers committee. Additionally, they offer public legal clinics and pro bono legal assistance to those in need. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Daniels College of Business | College/University | Masters Business Admin Graduate Degree | |
| International Center for Alcohol Policies | Corporate Officer/Principal | ||
Home Solutions, Inc.
 Home Solutions, Inc. Medical/Nursing ServicesHealth Services Home Solutions Inc. provides home infusion services. It offers antibiotics, parenteral nutrition, cardiac therapies, chemotherapy, pain management, anti-emetics, hydration, steroids, hemophilia therapies, and central line catheter care. The firm also provides specialized programs in the areas of nutrition support, cardiac therapy, pediatric care, and venous access. The company was founded by Todd D. Timbrook in 1996 and is headquartered in New York, NY. | Medical/Nursing Services | Sales & Marketing | |
| Avantum Hospice Pharmacy | Sales & Marketing |
Statistics
International
| United States | 49 |
Sectoral
| Finance | 19 |
| Consumer Services | 17 |
| Health Services | 6 |
| Commercial Services | 4 |
| Non-Energy Minerals | 3 |
Operational
| Corporate Officer/Principal | 144 |
| Undergraduate Degree | 94 |
| Director/Board Member | 80 |
| Analyst-Equity | 54 |
| Portfolio Manager-Equities | 42 |
Most connected contacts
| Insiders | |
|---|---|
| Kimberly Ross | 19 |
| Robert Sanders | 16 |
| Donald Fell | 15 |
| Mark T. Nesbitt | 15 |
| Mark Zhu | 14 |
| Kern Davis | 10 |
| Abdulaziz Al-Suwailem | 10 |
| Scott J. Reiman | 9 |
| Andrew Drummond | 9 |
| John Hogan | 9 |
| Paul A. Kuppinger | 9 |
| William B. Locander | 8 |
| William Sae Oh | 8 |
| Christopher Balch | 8 |
| Jonathan Wolff | 8 |
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