Network origin in Joseph Ray Stolzer first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Missouri
108
| College/University | Other Consumer Services | 108 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joseph Ray Stolzer via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
PPM America, Inc.
PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Investment Managers | Analyst-Fixed Income | |
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Trading-Equity | |
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM provides advice as an investment adviser or as a sub-adviser to individuals and institutions and act as the investment adviser to the Buffalo Funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Central Trust Co. (Missouri)
Central Trust Co. (Missouri) Investment ManagersFinance Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations. | Investment Managers | Portfolio Manager-Equities | |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities | |
Vector Capital Management LP
Vector Capital Management LP Investment ManagersFinance Vector Capital Management LP (Vector Capital Management) is an Independent Private Equity firm founded in 1997 by Alexander R. Slusky. The firm is headquartered in San Francisco. | Investment Managers | Private Equity Investor | |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
UMB Bank & Trust, NA
UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
Planful, Inc.
Planful, Inc. Miscellaneous Commercial ServicesCommercial Services Planful, Inc. provides corporate performance management solutions for manufacturing, retail, healthcare, technology, financial, and entertainment industries. It offers budgeting, forecasting, financial consolidation, dashboarding, scorecarding, reporting, and analysis. The firm also offers classroom training, virtual classes, recordings, certification, and training guides. The company was founded by James A. Eberlin and Sreedhar Peddineni in May 2000 and is headquartered in Redwood City, CA. | Miscellaneous Commercial Services | Director of Finance/CFO | |
American Century Investments Value Yield LLC
American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Nuance Investments LLC
Nuance Investments LLC Investment ManagersFinance Nuance Investments LLC (Nuance) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Scott Moore in 2008 and they are owned by SA Moore Family Corp. Nuance provides investment management services and investment products and services to individuals, trusts, estates, charitable organizations, corporations, retirement plans and business entities through separate accounts and mutual funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
C3 Capital LLC
C3 Capital LLC Investment ManagersFinance C3 Capital LLC (C3 Capital) is a private equity subsidiary of CPC LLC founded in 1994 by Patrick D Curran, Patrick F Healy, Smith Robert and Steven Swartzman. The firm is headquartered in Kansas City, Missouri. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Permanent Equity Management
Permanent Equity Management Investment ManagersFinance Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Missouri Innovation Center, Inc.
Missouri Innovation Center, Inc. Investment ManagersFinance Missouri Innovation Center, Inc (Missouri Innovation Center) is a venture capital firm founded in 1984. The firm is headquartered in Columbia, Missouri. | Investment Managers | Chairman Director/Board Member | |
Matter LLC
Matter LLC Investment ManagersFinance Matter LLC is a SE-registered investment advisor and multi-family office headquartered in St. Louis, Missouri. The firm was founded by Kathy Lintz in 1990 and does business as Matter Family Office (MFO). They are a direct subsidiary of Matter Holding Co., Inc. MFO provides services to high-net worth families and non-high-net worth individuals associated with those families. They do not serve institutional clients, except where an existing client has created a donor-advised fund or has gifted money to a non-profit organization or foundation. | Investment Managers | Analyst-Equity | |
The Sun Foundation for Advancement in the Environmental
The Sun Foundation for Advancement in the Environmental Miscellaneous Commercial ServicesCommercial Services The Sun Foundation for Advancement in the Environmental Sciences and Arts, Inc. is a non-profit organisation. The company is an arts and science educational organization. It strengthens and advances the arts and environmental sciences in rural and urban communities by providing quality and innovative programs, services, publications, research, regranting financial support, and cooperative efforts for the general public, underserved groups, schools, Illinois artists, and local arts organizations. The company is organized exclusively for education, scientific, and charitable purposes. It researches, designs, produces, and disseminates educational materials that advances and develops integrative and interdisciplinary studies between artists and scientists and the understanding thereof, to enable humankind to live in harmony with nature, by securing a quality environment for all life, thereby enriching the human condition. The company was founded by Joan Root and Robert Ericksen in 1973 and is headquartered in Washburn, IL. | Miscellaneous Commercial Services | Director/Board Member | |
HONDA TSUSHIN KGYO | Electronic Components | Director/Board Member | |
AEON FANTASY CO.,LTD. | Movies/Entertainment | Director/Board Member | |
University of Colorado Boulder | College/University | Masters Business Admin | |
Wind Point Advisors LLC
Wind Point Advisors LLC Investment ManagersFinance Wind Point Advisors LLC (Wind Point Advisors) is a private equity firm founded in 1984 by Rich Kracum and Bob Cummings. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Analyst-Equity | |
Envera Systems LLC
Envera Systems LLC Packaged SoftwareTechnology Services Envera Systems LLC engages in the provision of security services. It offers surveillance, access control, keyless entry, virtual gate guard, virtual doorman, burglar alarm and visitor verification for gated communities, clubhouses, pools and other amenities. The company was founded by Thomas Edward Swain and Addi J. Aloya in 1996 and is headquartered in Coconut Creek, FL. | Packaged Software | Director/Board Member | |
Gappify, Inc.
Gappify, Inc. Packaged SoftwareTechnology Services Gappify, Inc. engages in the provision of bots for accounting teams in mid-market and enterprise-sized companies. It offers collections management, confirmations, and vendor management solutions. The company was founded was founded by Jotham Ty in 2016 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Marshall & Stevens, Inc.
Marshall & Stevens, Inc. Real Estate DevelopmentFinance Marshall & Stevens, Inc. provides valuation and litigation support services. The firm assists its clients with planning, due diligence, negotiation and reporting issues related to financings, mergers, acquisitions, divestitures, restructurings, insurance placement and tax-related transactions. The company was founded in 1932 and is headquartered in Los Angeles, CA. | Real Estate Development | Corporate Officer/Principal | |
Deloitte Financial Advisory Services LLP
Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ascension Investment Management LLC
Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Investment Managers | Analyst-Equity | |
Universitas Hasanuddin | College/University | Graduate Degree | |
Vantage Investment Partners LLC
Vantage Investment Partners LLC Investment ManagersFinance Vantage Investment Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kansas City, Missouri. The firm was founded by John Woolway in 2003. Vantage provides investment advisory services for individuals, high net-worth individuals, insurance companies, corporations and sub-advised accounts. | Investment Managers | Analyst-Equity | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
Ecofin Advisors Ltd.
Ecofin Advisors Ltd. Investment ManagersFinance Ecofin Advisors Ltd. (Ecofin) is an alternative investment manager and holding firm headquartered in London, UK. The firm was founded by Bernard Lambilliotte and John Murray in 1991 and was acquired in 2018 by the Tortoise group of companies; shortly afterwards it changed its name from Ecofin Ltd. to Tortoise Advisors UK Ltd. - it has now reverted to using the name Ecofin Advisors Ltd. Ecofin provides discretionary investment management services to collective investment vehicles, and to separately managed accounts which it manages on behalf of professional investors. | Investment Managers | Analyst-Equity | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity |
Statistics
International
United States | 38 |
Japan | 3 |
Indonesia | 2 |
United Kingdom | 2 |
Sectoral
Finance | 31 |
Commercial Services | 5 |
Consumer Services | 5 |
Technology Services | 3 |
Electronic Technology | 2 |
Operational
Undergraduate Degree | 92 |
Corporate Officer/Principal | 86 |
Analyst-Equity | 52 |
Graduate Degree | 32 |
Director/Board Member | 28 |
Most connected contacts
- Stock Market
- Insiders
- Joseph Ray Stolzer
- Company connections