Mike Schloss
Analyst-Equity at Cavanal Hill Investment Management, Inc.
Network origin in Mike Schloss first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Villanova University
202
| College/University | Other Consumer Services | 202 |
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.
38
| Subsidiary | Investment Managers | 38 |
The University of Tulsa
17
| College/University | Other Consumer Services | 17 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mike Schloss via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| SEI INVESTMENTS COMPANY | Investment Managers | Corporate Officer/Principal | |
| BOK FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Soros Fund Management LLC
 Soros Fund Management LLC Investment ManagersFinance Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as the principal asset manager for the Open Society Foundations (Open Society) – a private funder of independent groups that works for justice, democratic governance, and human rights. | Investment Managers | Analyst-Equity | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| University of Nebraska | College/University | Undergraduate Degree | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Director of Research - Equity | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
| WELLQUEST MEDICAL & WELLNESS CORPORATION | Medical/Nursing Services | Treasurer | |
Archon Partners LLC
 Archon Partners LLC Investment ManagersFinance Archon Partners LLC (Archon) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Princeton Junction, New Jersey. The firm was founded by Bradley Roberts and Joseph Sheehan in 2008. Archon serves as the investment manager to two long/short equity private investment funds: Archon Partners LP (Archon Partners Fund) and Archon Focus Investments LP (Archon Focus Fund). | Investment Managers | Director of Finance/CFO | |
Wellquest of Tulsa LLC
 Wellquest of Tulsa LLC Medical/Nursing ServicesHealth Services Wellquest of Tulsa LLC provides healthcare services. The company is headquartered in Bentonville, AR. | Medical/Nursing Services | Director/Board Member | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree | |
Vanguard Charitable Endowment Program
 Vanguard Charitable Endowment Program Financial ConglomeratesFinance Vanguard Charitable Endowment Program operates as a non profit organization that focuses on supporting donors' charitable plans. fulfills its mission to increase charitable giving by administering a donor-advised fund, a tax-effective way to consolidate, accrue, and grant assets to charity. The company was founded in December 1997 and is headquartered in Wayne, PA. | Financial Conglomerates | President | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
Berkshire Partners LLC
 Berkshire Partners LLC Investment ManagersFinance Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Operating Officer Consultant / Advisor | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Oklahoma State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
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 Analyst-Fixed Income Corporate Officer/Principal | |
| St. John's University | College/University | Graduate Degree Graduate Degree | |
| Drexel University | College/University | Masters Business Admin Corporate Officer/Principal | |
| ALLIANCEBERNSTEIN HOLDING L.P. | Investment Managers | Chairman Corporate Officer/Principal | |
Pennsylvania Institute of Certified Public Accountants
 Pennsylvania Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Villanova University School of Law | College/University | Director/Board Member Graduate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Financial Executives International
 Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
| Temple University (Pennsylvania) | College/University | Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree | |
Ben Franklin Technology Partners /Ventures/
 Ben Franklin Technology Partners /Ventures/ Investment ManagersFinance Ben Franklin Technology Partners /Ventures/ (Ben Franklin Tech Partners) is a venture Capital firm founded in 1982. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Investment Committee Member Director/Board Member | |
NGL Crude Logistics LLC
 NGL Crude Logistics LLC Wholesale DistributorsDistribution Services NGL Crude Logistics LLC provides physical distribution, merchandising and trading services. The company was founded on April 24, 2002 and is headquartered in Houston, TX. | Wholesale Distributors | Corporate Officer/Principal | |
| Patriot Energy LLC | President | ||
Williams Power Co., Inc.
 Williams Power Co., Inc. Engineering & ConstructionIndustrial Services Williams Power Co. provides wholesale energy trading & marketing services. It also provides electricity generation, wholesale marketing and retailing services. The company was founded in 1908 and is located in Tulsa, OK. | Engineering & Construction | Corporate Officer/Principal | |
| BlastMymusic.com, Inc. | Corporate Officer/Principal | ||
White & Williams LLP
 White & Williams LLP Investment ManagersFinance White & Williams LLP is an alternative investment manager. The private company is based in Philadelphia, PA and has subsidiaries in United States. The company was founded in 1899. | Investment Managers | Corporate Officer/Principal | |
Govans Ecumenical Development Corp.
 Govans Ecumenical Development Corp. Services to the Health IndustryHealth Services Govans Ecumenical Development Corp. provides affordable housing with supportive services. Its services include affordable housing, homeless services, senior services, food pantry, emergency financial assistance center, employment center and community services. The company was founded in 1991 and is headquartered in Baltimore, MD. | Services to the Health Industry | Director/Board Member | |
McGuireWoods LLP
 McGuireWoods LLP Miscellaneous Commercial ServicesCommercial Services McGuireWoods LLP provides legal advisory services. The firm?s practice areas include antitrust and trade regulation, insurance recovery, commercial and financial services litigation, labor and employment, data privacy and security, environment, energy law, healthcare law, intellectual property, appeals and issues, banking and finance, and corporate. It caters to construction, defense and aerospace, healthcare, food and beverage, private equity, mining, education, technology, and transportation industries. McGuireWoods was founded in 1834 and is headquartered in Richmond, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Mercer LLC
 Mercer LLC Investment ManagersFinance Mercer LLC provides human resources and staffing consulting services. Its services include retirement plans, health and benefits, investments, merger and acquisitions, and human capital services. It focuses on advising clients on the financial, cultural, and talent aspects of human capital issues in corporate and private equity transactions, mergers, acquisitions, joint ventures, divestitures, spin-offs, start-ups, and business transformations. The company is headquartered in New York, NY. | Investment Managers | Director of Finance/CFO | |
| Rice University | College/University | Masters Business Admin | |
SumRidge Partners LLC
 SumRidge Partners LLC Investment Banks/BrokersFinance SumRidge Partners LLC (SumRidge) is a FINRA-registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded by Robert Morano and Thomas O'Brien in 2010. In 2022, they were acquired by Raymond James Financial, Inc. (NYSE: RJF). SumRidge is a fixed income electronic market maker that specializes in high yield and investment grade corporate bonds, municipal bonds, institutional preferred securities, and emerging market bonds. The firm uses its own balance sheet to facilitate flow trading, ensuring instantaneous execution for their diverse client base. | Investment Banks/Brokers | Founder |
Statistics
International
| United States | 47 |
| United Kingdom | 3 |
| Italy | 2 |
Sectoral
| Finance | 21 |
| Consumer Services | 16 |
| Commercial Services | 8 |
| Health Services | 4 |
| Distribution Services | 2 |
Operational
| Corporate Officer/Principal | 159 |
| Director/Board Member | 122 |
| Undergraduate Degree | 99 |
| Masters Business Admin | 42 |
| Portfolio Manager-Equities | 35 |
Most connected contacts
| Insiders | |
|---|---|
| Michael Heller | 29 |
| Sean Traynor | 26 |
| Joan Lamm-Tennant | 24 |
| Lawrence Clark | 19 |
| Georgette Kiser | 19 |
| Brian Griffith | 11 |
| Scott T. Lowry | 11 |
| Charles Viglianese Purcell | 11 |
| Terry Thompson | 11 |
| Edward Prajzner | 10 |
| Chris Randazzo | 10 |
| Andrew Drechsler | 10 |
| Patrick J. Brala | 10 |
| Jim Laman | 9 |
| Nnenna Lynch | 9 |
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