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Brian Sunderman
Portfolio Manager-Equities at D.A. Davidson & Co. (Investment Management)
Network origin in Brian Sunderman first degree
Entity | Entity type | Industry | |
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The University of Nebraska-Lincoln
27
| College/University | Other Consumer Services | 27 |
SMITH HAYES Advisers, Inc.
![]() SMITH HAYES Advisers, Inc. Investment ManagersFinance Founded in 1997, SMITH HAYES Advisers, Inc. is a registered investment adviser headquartered in Lincoln, Nebraska. The firm and their affiliated broker dealer, SMITH HAYES Financial Services Corp., are wholly-owned subsidiaries of SMITH HAYES Cos. SMITH HAYES' investment consultants provide professional money management services for fixed and asset-based fees to individual investors, corporations, employee benefit plans, foundations, and trusts.
17
| Extinct | Investment Managers | 17 |
D.A. Davidson & Co. (Investment Management)
![]() D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the investment management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a wholly owned subsidiary of D.A. Davidson Companies, a financial service holding company. DAD-IM provides professional money management services to a variety of individual and institutional clients.
16
| Operating Division | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian Sunderman via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Nebraska | College/University | Consultant / Advisor Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
D. A. Davidson & Co.
![]() D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Chief Executive Officer | |
Wedbush Securities, Inc.
![]() Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Corporate Officer/Principal | |
Thrivent Investment Management, Inc.
![]() Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Fixed Income | |
Hartford Investment Management Co.
![]() Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Pittenger & Anderson, Inc.
![]() Pittenger & Anderson, Inc. Investment ManagersFinance Pittenger & Anderson, Inc. (P&A) is an independent, SEC-registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded by James "Jim" Pittenger, Jr. and Daniel "Dan" Anderson in 1995. P&A provides advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity Investment Committee Member | |
SENSE TECHNOLOGIES, INC. | Auto Parts: OEM | Director/Board Member | |
LivingSocial, Inc.
![]() LivingSocial, Inc. Commercial Printing/FormsCommercial Services LivingSocial, Inc. operates an online local marketplace platform. The firm’s products and programs include local, escapes, shop, events, coupons, and at home. It provides fun and leisure, kids activities, sightseeing and tours, sports and outdoors, tickets and events, beauty products and spas, and food and drinks. The company was founded by Aaron Batalion, Valeriy Aleksenko, Edward Pyle Frederick, and Timothy J. O'Shaughnessy in 2007 and is headquartered in Washington, DC. | Commercial Printing/Forms | Comptroller/Controller/Auditor | |
PELOTON INTERACTIVE, INC. | Other Consumer Services | Comptroller/Controller/Auditor | |
HILTON WORLDWIDE HOLDINGS INC. | Hotels/Resorts/Cruise lines | Comptroller/Controller/Auditor | |
Polaris Capital Management LLC
![]() Polaris Capital Management LLC Investment ManagersFinance Polaris Capital Management LLC (Polaris) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Bernard Horn in 1995 and is a subsidiary of Polaris Capital Management Holdings LLP. Polaris offers global and international equity management services as separately managed accounts and commingled vehicles for institutions and high net-worth individuals. The firm serves as an investment advisor to mutual funds, limited partnerships, and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Northern Trust Investments, Inc.(Investment Management)
![]() Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Analyst-Fixed Income | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Analyst-Equity | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
D. A. Davidson Cos.
![]() D. A. Davidson Cos. Investment Banks/BrokersFinance D. A. Davidson Cos. provides investment banking services. Its services include integrated brokerage, capital markets and money, and trust and wealth management services. The company operates through D.A. Davidson and Co., Investment Advisors, Trust Co., Fixed Income Management, and Davidson Travel. D. A. Davidson was founded in 1935 and is headquartered in Great Falls, MT. | Investment Banks/Brokers | Chief Executive Officer | |
Creighton University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
Nebraska Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Graduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of New Haven | College/University | Undergraduate Degree | |
Behlen Mfg. Co.
![]() Behlen Mfg. Co. Metal FabricationProducer Manufacturing Behlen Mfg. Co. engages in the manufacture of farm and industrial equipment. Its products include livestock equipment, grain storage, drying, handling, and building systems. The company was founded by Walter D. Behlen in 1936 and is headquartered in Columbus, NE. | Metal Fabrication | Director/Board Member | |
Lamson, Dugan & Murray LLP
![]() Lamson, Dugan & Murray LLP Miscellaneous Commercial ServicesCommercial Services Lamson, Dugan & Murray LLP is a law firm that values hard work, integrity, and excellence in their practice. The private company is based in Omaha, NE. With a team of over 40 attorneys, they specialize in litigation and corporate expertise. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Central National Insurance Co. of Omaha
![]() The Central National Insurance Co. of Omaha Property/Casualty InsuranceFinance Part of SiriusPoint Ltd., The Central National Insurance Co. of Omaha is a company that provides insurance services. The company is based in Omaha, NE. The Central National Insurance Co. of Omaha was acquired by Sirius International Group Ltd. from Drum Financial Corp. on February 26, 2010 for $5 million. | Property/Casualty Insurance | Chief Executive Officer | |
Kiewit Corp.
![]() Kiewit Corp. Engineering & ConstructionIndustrial Services Kiewit Corp. engages in the provision of construction management services. The company was founded by Andrew Kiewit and Peter Kiewit in 1884 and is headquartered in Omaha, NE. | Engineering & Construction | Comptroller/Controller/Auditor | |
National Association of Insurance Commissioners
![]() National Association of Insurance Commissioners General GovernmentGovernment The National Association of Insurance Commissioners is an organization that aims to safeguard public interest, enhance competition in the insurance market, and improve state regulation of insurance. The non-profit company is based in Kansas City, MO and has subsidiaries in the United States. The organization provides various services such as publications, technology solutions, products, and data products. It also offers access to financial data and reports for insurance companies and groups. | General Government | Chief Executive Officer | |
Nebraska Department of Insurance (Nebraska) | General Government | Director/Board Member | |
SMITH HAYES Cos.
![]() SMITH HAYES Cos. Investment ManagersFinance SMITH HAYES Cos. operates as a holding company which provides financial advisory services. It offers asset management services to institutions, wealth management services to individuals, as well as retirement plan consulting and investment banking services to municipal and corporate clients. The company was founded by Thomas Curtis Smith and Thomas D. Hayes on January 25, 1985 and is headquartered in Lincoln, NE. | Investment Managers | Founder Director/Board Member Chief Executive Officer | |
RBC Wealth Management
![]() RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Nebraska Omaha | College/University | Undergraduate Degree Undergraduate Degree | |
Invest Nebraska Corp.
![]() Invest Nebraska Corp. Investment ManagersFinance Invest Nebraska Corp (Invest Nebraska) is a venture capital firm founded in 2002. The firm is headquartered in Lincoln, Nebraska. | Investment Managers | Director/Board Member Consultant / Advisor | |
Insurance Care Direct, Inc.
![]() Insurance Care Direct, Inc. Life/Health InsuranceFinance Insurance Care Direct, Inc. provides health and life insurance products and services. It covers individual, family, student, short term, medicare, dental, life, and automobile insurance services. The firm operates as a direct to consumer performance marketing company that owns national call centers to sell insurance products. The company was founded by Arnold Cohen, Brad Cohen, and Seth Cohen in 2004 and is headquartered in Deerfield Beach, FL. | Life/Health Insurance | Chief Executive Officer | |
National Strategic Research Institute
![]() National Strategic Research Institute Miscellaneous Commercial ServicesCommercial Services National Strategic Research Institute operates as research and development center. It is engaged in the strategic partnership with the government specializing nuclear detection and forensics, detection of chemical and biological weapons, passive defense against weapons of mass destruction, consequence management, and space, cyber and telecommunications law. The company was founded by Robert Hinson in 2012 and is headquartered in Lincoln, NE. | Miscellaneous Commercial Services | Director/Board Member | |
Stanford Law School | College/University | Graduate Degree | |
HILTON GRAND VACATIONS INC. | Real Estate Development | Comptroller/Controller/Auditor | |
TIBERIUS ACQUISITION CORPORATION | Financial Conglomerates | Director/Board Member | |
HBW Resources LLC
![]() HBW Resources LLC Miscellaneous Commercial ServicesCommercial Services HBW Resources LLC is a strategic advisory firm that specializes in energy, environment, and transportation issues. The private company was founded in 2005 by David Holt and is based in Houston, TX. The company has offices across the United States and offers a multidisciplinary approach to help clients achieve their goals by shaping industry dialogue, designing innovative solutions, and crafting sensible policy. HBW has four corporate divisions, including communications, federal affairs, state affairs, and regulatory/legal, which provide consulting, advocacy, and policy campaign services. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Go Electric, Inc.
![]() Go Electric, Inc. Electric UtilitiesUtilities Go Electric, Inc. develops meter energy solutions that help facilities, communities, and military bases be energy resilient and sustainable. Its solutions assure energy security, reduce energy costs, and enhance grid stability by integrating renewable energy, advanced batteries, and generators into a plug and play energy resiliency system. The company was founded by Lisa Laughner in 2011 and is headquartered in Anderson, IN. | Electric Utilities | Director/Board Member | |
Evergy Ventures Inc
![]() Evergy Ventures Inc Investment ManagersFinance Evergy Ventures Inc (Evergy Ventures) is a venture capital subsidiary of Great Plains Energy, Inc founded in 2015 by Dennis Odell. The firm is headquartered in Kansas City, Missouri. | Investment Managers | Private Equity Investor | |
InterAlpen Partners LLC
![]() InterAlpen Partners LLC Investment ManagersFinance InterAlpen Partners, LLC (InterAlpen Partners) is a Venture Capital/Private Equity firm founded in 2012 by Stephen J. George and Clarey L. Castner. The firm is headquartered in Omaha, Nebraska. | Investment Managers | Corporate Officer/Principal | |
OSF Ventures
![]() OSF Ventures Investment ManagersFinance OSF Ventures (OSF Ventures) is a venture capital subsidiary of OSF Healthcare System founded in 2016. The firm is headquartered in Illinois, Chicago. | Investment Managers | Private Equity Investor |
Statistics
International
United States | 46 |
Sectoral
Finance | 26 |
Consumer Services | 11 |
Commercial Services | 5 |
Producer Manufacturing | 3 |
Government | 3 |
Operational
Corporate Officer/Principal | 53 |
Undergraduate Degree | 47 |
Director/Board Member | 39 |
Portfolio Manager-Equities | 36 |
Graduate Degree | 14 |
Most connected contacts
Insiders | |
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Wen Hui Zhang | 12 |
Brock Smith | 11 |
E. Benjamin Nelson | 11 |
Timothy Francis | 9 |
Matthew Dunlap | 8 |
Teri Mercer | 8 |
Curtis Kent Lane | 8 |
Marcus Sutton Ward | 8 |
Brian Zahm | 7 |
Stephanie L. Woeppel | 6 |
Allen Klingsick | 6 |
Rodney Cerny | 6 |
Blake Todd | 6 |
Russ Manners | 5 |
Tom Smith | 5 |
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