Steve Gilbertson
Analyst-Equity at Accredited Investors, Inc.
Network origin in Steve Gilbertson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses.
32
| Private Company | Investment Managers | 32 |
Drake University
29
| College/University | Other Consumer Services | 29 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Gilbertson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| WINTRUST FINANCIAL CORPORATION | Regional Banks | Private Equity Investor | |
Merced Capital LP
 Merced Capital LP Investment ManagersFinance Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices. | Investment Managers | Analyst-Equity | |
Quantum Capital Group LLC
 Quantum Capital Group LLC Investment ManagersFinance Quantum Capital Group LLC (Quantum Capital Group) is a private equity firm founded in 1998 by Wil VanLoh, Toby R. Neugebauer and A. V. Jones. The firm is headquartered in Houston, Texas. | Investment Managers | Director of Finance/CFO | |
Principal Real Estate Investors LLC
 Principal Real Estate Investors LLC Investment ManagersFinance Principal Real Estate Investors LLC (Principal Real Estate) is a SEC-registered investment advisor and real estate investment management firm headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly-owned subsidiary of Principal Global Investors Holding Co. (US) LLC, ultimately owned by Principal Financial Group, Inc. (NYSE: PFG). Principal Real Estate delivers a broad range of diverse, customized real estate solutions designed to help meet the risk and return objectives of institutional investors and individual clients. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
| University of Notre Dame | College/University | Undergraduate Degree | |
Lazard Middle Market LLC
 Lazard Middle Market LLC Investment ManagersFinance Lazard Middle Market LLC engages in financial advisory business. It specializes in strategic advice on mergers and acquisitions (M&A), restructuring, and capital raising. The firm’s M&A and Strategic Advisory service focuses on private equity and divestitures, privately-owned companies, corporate acquisitions and divestitures, and sale of public companies. Its Restructuring service consists of situation assessment, alternative assessment, and execution. The company was founded in 1980 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
| MNRB HOLDINGS | Property/Casualty Insurance | Compliance Officer | |
| HOULIHAN LOKEY, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Starkey Laboratories, Inc.
 Starkey Laboratories, Inc. Medical SpecialtiesHealth Technology Starkey Laboratories, Inc. manufactures and distributes hearing instruments. Its products include diagnostic equipment, hearing protection products and wireless technology solutions. The company was founded by William F. Austin in 1967 and is headquartered in Eden Prairie, MN. | Medical Specialties | Corporate Officer/Principal | |
| Iowa State University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | |
| Duquesne University of The Holy Spirit | College/University | Masters Business Admin | |
| Georgia Southern University | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Graduate Degree | |
| Luther College | College/University | Undergraduate Degree | |
| Texas Tech University | College/University | Graduate Degree | |
| North Dakota State University | College/University | Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
| University of Denver | College/University | Graduate Degree | |
Federal Home Loan Bank of Boston
 Federal Home Loan Bank of Boston Regional BanksFinance Federal Home Loan Bank of Boston engages in the provision of financial services. It offers advances, mortgage partnership finance, housing and economic growth, letters of credit, correspondent services, and online banking. The company was founded in 1932 and is headquartered in Boston, MA. | Regional Banks | Corporate Officer/Principal | |
Federal Home Loan Bank of Des Moines
 Federal Home Loan Bank of Des Moines Regional BanksFinance Federal Home Loan Bank of Des Moines engages in the provision of collateralized loans. Its products and services include overnight advances, fixed rate advances, variable rate advances, callable advances, and community investment advances. The company was founded on October 31, 1932 and is headquartered in Des Moines, IA. | Regional Banks | Corporate Officer/Principal | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
The Gores Group LLC
 The Gores Group LLC Investment ManagersFinance The Gores Group LLC (Gores Group) is a private equity firm, a subsidiary of AEG Holdings, Inc. founded in 1987 by Alec E. Gores. The firm is headquartered in Los Angeles, California. | Investment Managers | Consultant / Advisor | |
| Guru Nanak Dev University | College/University | Undergraduate Degree | |
Jeffrey Slocum & Associates, Inc.
 Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal | |
| University of Minnesota Duluth | College/University | Undergraduate Degree | |
| ELECTROMED, INC. | Medical Specialties | Director of Finance/CFO | |
| Hebei University | College/University | Undergraduate Degree | |
Merced Capital LP (Private Equity)
 Merced Capital LP (Private Equity) Investment ManagersFinance Merced Capital LP (Merced Capital) is a private equity firm a subsidiary of Merced Capital LP founded in 1988. The firm is headquartered in Minnetonka. | Investment Managers | Private Equity Analyst | |
Webb Financial Group LLC
 Webb Financial Group LLC Investment ManagersFinance Webb Financial Group LLC provides investment advice. The private company is based in Bloomington, MN. | Investment Managers | Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Graduate Degree | |
Amherst Advisory & Management LLC
 Amherst Advisory & Management LLC Investment ManagersFinance Amherst Advisory & Management LLC (AAM) is a SEC-registered investment advisor and hedge fund manager headquartered in Austin, Texas. The firm was founded in 2010 and is a wholly owned subsidiary of Amherst Holdings LLC. AAM serves as the investment manager of related private investment partnerships and provides collateral manager services to certain institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
Aegon USA Investment Management LLC
 Aegon USA Investment Management LLC Investment ManagersFinance Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients. | Investment Managers | Analyst-Fixed Income | |
| Hannover Rück SE (Malaysia) | Corporate Officer/Principal | ||
| Harvard Business School | College/University | Masters Business Admin | |
| The Curtis L. Carlson School of Management | College/University | Undergraduate Degree | |
Chicago Capital Partners Management LLC
 Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois. | Investment Managers | Private Equity Investor | |
Peterson Financial Group, Inc.
 Peterson Financial Group, Inc. Investment ManagersFinance Peterson Financial Group, Inc. (PFG) is an independent SEC-registered investment advisor headquartered in West Des Moines, Iowa. The firm was founded by Eric A. Peterson in 2008. PFG offers investment advisory services to individuals and high net worth individuals. | Investment Managers | Chief Executive Officer | |
Quantitative Value Technologies LLC
 Quantitative Value Technologies LLC Investment ManagersFinance Quantitative Value Technologies LLC (do-business-as Cognios Capital) is an independent, SEC-registered investment advisor headquartered in Prairie Village, Kansas. The firm was founded by Jon Angrist in 2020. Cognios Capital provides investment management services to a private fund and mutual funds, and also provides investment advisory services through separately managed accounts to institutional and individual investors. | Investment Managers | President | |
Impact Investment Partners LLP
 Impact Investment Partners LLP Investment ManagersFinance Impact Investment Partners LLP (Impact Investment Partners) is a private equity firm founded in 2010 by Varun Sahni and Nadia Sood. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Investor | |
Isles Ranch Partners LLC
 Isles Ranch Partners LLC Financial ConglomeratesFinance Isles Ranch Partners LLC provides investments in residential acquisition, development, and construction. The private company is based in Newport Beach, CA. | Financial Conglomerates | President | |
Hunter Street Partners LP
 Hunter Street Partners LP Investment ManagersFinance Hunter Street Partners LP (Hunter Street Partners) is a private equity firm founded in 2017. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor |
Statistics
International
| United States | 46 |
| Malaysia | 3 |
| India | 2 |
| China | 2 |
| United Kingdom | 2 |
Sectoral
| Finance | 26 |
| Consumer Services | 23 |
| Health Technology | 3 |
Operational
| Undergraduate Degree | 57 |
| Corporate Officer/Principal | 37 |
| Portfolio Manager-Equities | 28 |
| Analyst-Equity | 22 |
| Masters Business Admin | 16 |
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