Brian Philip Shepardson
Analyst-Equity at James Investment Research, Inc.
Network origin in Brian Philip Shepardson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Cincinnati (Ohio)
78
| College/University | Other Consumer Services | 78 |
James Investment Research, Inc.
 James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients.
12
| Private Company | Investment Managers | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian Philip Shepardson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| LSI INDUSTRIES INC. | Building Products | Comptroller/Controller/Auditor | |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Analyst-Equity | |
Ohio Public Employees Retirement System
 Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) since 2017. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
Ultimus Fund Solutions LLC
 Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
Ameritas Investment Partners, Inc.
 Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| IONICS, INC. | Electronic Production Equipment | Comptroller/Controller/Auditor | |
Thompson Hine LLP
 Thompson Hine LLP Miscellaneous Commercial ServicesCommercial Services Thompson Hine LLP provides legal services. It offers services to financial institutions, governments, individuals, multinational corporations and non-profit organizations. The firm also handles issues related to antitrust, corporate transactions, e-business, employee benefits and executive compensation, succession planning, taxation, and labor and employment law. It focuses on energy, healthcare, international trade, telecommunication, and transportation law. The company was founded in 1911 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Xavier University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Thomas More University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Dayton | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Mumbai | College/University | Undergraduate Degree Undergraduate Degree | |
| Wright State University (Ohio) | College/University | Undergraduate Degree Masters Business Admin Corporate Officer/Principal Corporate Officer/Principal Graduate Degree Undergraduate Degree Masters Business Admin | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Fifth Third Bank, NA (Investment Management)
 Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
PathFactory, Inc.
 PathFactory, Inc. Packaged SoftwareTechnology Services PathFactory, Inc. provides content marketing automation platform solutions. Its engagement metric tools provide insight into what prospects are reading or watching. The company was founded by Mark Attila Opauszky and Nick Edouard and is headquartered in Toronto, Canada. | Packaged Software | Director/Board Member Director/Board Member | |
| Uc College of Law | College/University | Graduate Degree Graduate Degree | |
| Fudan University | College/University | Undergraduate Degree Undergraduate Degree | |
| TERADATA CORPORATION | Packaged Software | Chief Tech/Sci/R&D Officer | |
| MIT Sloan School of Management | College/University | Masters Business Admin | |
| Charlson Broadcast Technologies LLC | Corporate Officer/Principal | ||
| JHL BIOTECH, INC. | Pharmaceuticals: Major | Director/Board Member | |
Nokia of America Corp.
 Nokia of America Corp. Wireless TelecommunicationsCommunications Nokia of America Corp. develops and provides networking and communications technology, products and services. It offers fixed and mobile broadband, IP and optical technologies. The firm offers a portfolio of solutions and services for telecom services providers, public and private organizations, wireline and wireless operators and enterprises. The company is headquartered in Murray Hill, NJ. | Wireless Telecommunications | Corporate Officer/Principal | |
| The Virginia Bar Association | Corporate Officer/Principal | ||
American Intellectual Property Law Association
 American Intellectual Property Law Association Miscellaneous Commercial ServicesCommercial Services The American Intellectual Property Law Association (AIPLA) is a professional organization that provides education, advocacy, and networking opportunities for intellectual property (IP) law practitioners. The organization is based in Arlington, VA and offers a variety of resources for its members, including access to committees focused on specific areas of IP law, continuing legal education (CLE) courses, and publications such as the quarterly journal and Innovate magazine. AIPLA also advocates for policies that support the protection of IP rights and provides resources for students and the public. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Oliff Plc
 Oliff Plc Miscellaneous Commercial ServicesCommercial Services Oliff Plc provides intellectual property legal services to the clients. It services include electronic communication, information retrieval services, video conferencing and translation services. It focuses mainly on patent, litigation and trademark. The company was founded in 1983 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Family Heritage Life Insurance Company of America
 Family Heritage Life Insurance Company of America Multi-Line InsuranceFinance Family Heritage Life Insurance Co. of America is a provider of supplemental health insurance products to American families. It focuses in helping people deal with the unexpected incidents such as strokes, heart attacks and automobile crashes. FHL sells accident and health insurance with supplemental cancer, heart, accident and indemnity insurance. The company was founded in 1989 and is headquartered in Cleveland, Ohio. They are a subsidiary of Torchmark Corp. | Multi-Line Insurance | Corporate Officer/Principal | |
The Huntington National Bank (Columbus, Ohio)
 The Huntington National Bank (Columbus, Ohio) Major BanksFinance The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
Hongshan
 Hongshan Investment ManagersFinance Hongshan (Hongshan) is a venture and private equity is a subsidiary of SEQUOIA CAPITAL OPERATIONS LLC founded in 2005. The firm headquartered in Hong Kong. | Investment Managers | Private Equity Investor | |
Formidable Asset Management LLC
 Formidable Asset Management LLC Investment ManagersFinance Formidable Asset Management LLC provides investment advice. The private company is based in Cincinnati, OH and has subsidiaries in the United States. The company was founded in 2013 by William Bush Brown and Benjamin McBurney Blemker. William Bush Brown has been the CEO since 2013. | Investment Managers | Chief Executive Officer | |
| OE SOLUTIONS CO., LTD. | Semiconductors | Chief Executive Officer | |
| Seoul National University | College/University | Graduate Degree | |
| Chungnam National University | College/University | Undergraduate Degree | |
| PT MARTINA BERTO TBK | Household/Personal Care | Corporate Officer/Principal | |
PT Cedefindo
 PT Cedefindo Household/Personal CareConsumer Non-Durables PT Cedefindo operates as a cosmetic contract manufacturing company. Its products include decorative and make up base, personal care, and fragrance products. It also offers full contract manufacturing, semi contract manufacturing, and filing and packing services. The company was founded in 1981 and is headquartered in Bekasi, Indonesia. | Household/Personal Care | Chief Executive Officer | |
| ZAI LAB LIMITED | Biotechnology | Chief Executive Officer |
Statistics
International
| United States | 37 |
| South Korea | 4 |
| China | 3 |
| Cayman Islands | 3 |
| Indonesia | 3 |
Sectoral
| Finance | 19 |
| Consumer Services | 14 |
| Commercial Services | 5 |
| Technology Services | 4 |
| Electronic Technology | 3 |
Operational
| Corporate Officer/Principal | 110 |
| Undergraduate Degree | 86 |
| Director/Board Member | 52 |
| Portfolio Manager-Equities | 36 |
| Masters Business Admin | 29 |
Most connected contacts
| Insiders | |
|---|---|
| Boccasam Prashanth V. | 20 |
| Timothy Kopp | 17 |
| Deyin Chen | 11 |
| Sam King | 9 |
| Abiola Alabi | 9 |
| Ying Du | 9 |
| Bengt Karlsson | 8 |
| Tarek Othman Mohammad Ali Bdeir | 8 |
| Mani Govil | 8 |
| Vince Deno | 7 |
| B. Kunto W. Widarto | 7 |
| Deryck Lampe | 7 |
| Michael Miller | 7 |
| Don Running | 7 |
| Chris Staneluis | 7 |
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