Steve Cherrier
Portfolio Manager-Fixed Income at Madison Investment Advisors LLC
Network origin in Steve Cherrier first degree
Entity | Entity type | Industry | |
---|---|---|---|
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds.
11
| Subsidiary | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Cherrier via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Ultra Series Fund | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Compliance Officer | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal | |
Madison Funds
Madison Funds Investment Trusts/Mutual FundsMiscellaneous Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Compliance Officer | |
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Head-Fixed Income Invts | |
Madison Investment Holdings, Inc.
Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors. | Investment Managers | Chief Investment Officer Director/Board Member Compliance Officer | |
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Head-Fixed Income Invts | |
Reinhart Partners, Inc.
Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Investment Managers | Analyst-Fixed Income | |
MADISON COVERED CALL & EQUITY STRATEGY FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Compliance Officer | |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (MAM) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. MAM provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
West Bend Mutual Insurance Co.
West Bend Mutual Insurance Co. Multi-Line InsuranceFinance West Bend Mutual Insurance Co. provides property and casualty insurance services. The firm provides personal, business and property insurance services. It also provides loss prevention services and resources. The company was founded in 1894 and is headquartered in West Bend, WI. | Multi-Line Insurance | Director/Board Member | |
Rice University | College/University | Undergraduate Degree | |
University of Rhode Island | College/University | Undergraduate Degree | |
Arizona State University | College/University | Undergraduate Degree Undergraduate Degree | |
Bradley University | College/University | Masters Business Admin | |
Creighton University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Illinois Mutual Life Insurance Co.
Illinois Mutual Life Insurance Co. Multi-Line InsuranceFinance Illinois Mutual Life Insurance Co. provides life insurance services. It offers disability insurance, life insurance, and annuity products. The firm also provides personal income protection, business expense coverage, and special risk income protection. The company was founded in 1910 and is headquartered in Peoria, IL. | Multi-Line Insurance | Corporate Officer/Principal | |
United Way of Dane County, Inc.
United Way of Dane County, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Dane County, Inc. aims to improve lives and strengthen communities. It offers programs which cover the areas of education, healthcare, homelessness, domestic violence and aiding people with disabilities. The company was founded in 1922 and is headquartered in Madison, WI. | Miscellaneous Commercial Services | Director/Board Member | |
University of Wisconsin-Milwaukee | College/University | Undergraduate Degree | |
Madison Children's Museum
Madison Children's Museum Other Consumer ServicesConsumer Services Madison Children's Museum provides hands-on exhibits and programs that celebrate and encourage children’s imaginations and the power of play as the cornerstone of learning. The company was founded in 1980 and is headquartered in Madison, WI. | Other Consumer Services | Director/Board Member |
Statistics
International
United States | 29 |
Sectoral
Finance | 15 |
Consumer Services | 10 |
Miscellaneous | 5 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 12 |
Portfolio Manager-Equities | 12 |
Undergraduate Degree | 10 |
Portfolio Manager-Fixed Income | 10 |
Director/Board Member | 6 |
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