Network origin in Qiao Duan first degree
Entity | Entity type | Industry | |
---|---|---|---|
CSat Investment Advisory LP
CSat Investment Advisory LP Investment ManagersFinance CSat Investment Advisory LP is an independent hedge fund management firm headquartered in Ann Arbor, Michigan. The firm was founded in 2006 by Claes Fornell, John Cattier and Phil Bak. It provides investment advice to high net worth investors.
4
| Extinct | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Qiao Duan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Grand Valley State University (Michigan) | College/University | Undergraduate Degree | |
Tidal Investments LLC
Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. | Investment Managers | Trading-Equity | |
New York Stock Exchange
New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Investment Banks/Brokers | Corporate Officer/Principal | |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Corporate Officer/Principal | |
Yeshiva University | College/University | Undergraduate Degree | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Advisors Asset Management, Inc.
Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree |
Statistics
International
United States | 9 |
Sectoral
Consumer Services | 5 |
Finance | 5 |
Operational
Undergraduate Degree | 4 |
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Chief Operating Officer | 1 |
Trading-Equity | 1 |
Most connected contacts
Insiders | |
---|---|
Phil Sheldon Bak | 4 |
Charles Ragauss | 3 |
Kevin Cope | 3 |
Kevin Quigg | 2 |
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