Patrick Schumann
Portfolio Manager-Equities at Financial Counselors, Inc.
Network origin in Patrick Schumann first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Marquette University
109
| College/University | Other Consumer Services | 109 |
Loyola University of Chicago
48
| College/University | Other Consumer Services | 48 |
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.
40
| Subsidiary | Investment Managers | 40 |
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.
30
| Subsidiary | Investment Managers | 30 |
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 that was 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.
5
| Operating Division | Investment Managers | 5 |
Enterprise Bank & Trust (Missouri)
 Enterprise Bank & Trust (Missouri) Investment ManagersFinance Enterprise Bank & Trust (EBT) is an investment management firm headquartered in Clayton, Missouri. The firm is owned by Enterprise Financial Services Corp. (NASDAQ: EFSC). EBT offers a range of business and personal banking services, as well as wealth management services which include financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans and nonprofit organizations, and specialty banking such as third-party escrow, HOA, property management and SBA lending.
2
| Subsidiary | Investment Managers | 2 |
Duff & Phelps Securities Co.
1
| Extinct | Investment Banks/Brokers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patrick Schumann via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
General Electric Capital Corp.
 General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Heller Financial, Inc.
 Heller Financial, Inc. Finance/Rental/LeasingFinance Heller Financial, Inc. provided mercantile financing. It was acquired by GE Capital Corp. The company was located in Chicago, IL | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal | |
Merrill Lynch Capital Corp.
 Merrill Lynch Capital Corp. Investment Banks/BrokersFinance Merrill Lynch Capital Corp. provides various financing services. The company is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Analyst-Equity | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
NatWest Markets Securities, Inc.
 NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients. | Investment Banks/Brokers | Analyst-Fixed Income | |
| Rockhouse Securities LLC | Corporate Officer/Principal | ||
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin | |
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 | Undergraduate Degree Graduate Degree | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin | |
Commerce Bank (Investment Management)
 Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) is the asset management division of Commerce Bank, a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company headquartered in Kansas City, Missouri. Founded in 1865, Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
| St. Louis University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| DePaul University | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Masters Business Admin Graduate Degree Graduate 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 | Masters Business Admin Masters Business Admin Graduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Dayton | College/University | Masters Business Admin Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Creighton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Truman State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Pepperdine University | College/University | Masters Business Admin Masters Business Admin | |
OptumInsight, Inc.
 OptumInsight, Inc. Information Technology ServicesTechnology Services OptumInsight, Inc. provides healthcare information technology and consulting services. It offers technology services, information, analytics, business services and consulting to help solve the most important problems clients face across the health system. The firm provides solutions for physicians, hospitals, life sciences companies, government agencies and other organizations that comprise the health care system. The company is headquartered in St. Paul, MN. | Information Technology Services | Director of Finance/CFO | |
Form Technologies LLC
 Form Technologies LLC Metal FabricationProducer Manufacturing Form Technologies LLC manufactures small engineered precision die cast components. The firm offers metal injection molding services and also offers robust solutions to companies in automotive, consumer electronics, healthcare, hardware, computers and peripherals industries. The company was founded in 1926 and is headquartered in Charlotte, NC. | Metal Fabrication | Sales & Marketing | |
NXT Capital LLC
 NXT Capital LLC Investment ManagersFinance NXT Capital LLC engages in the provision of commercial financing services. It offers corporate finance, real estate finance, and asset management. The company was founded by Robert E. Radway in 2010 and is headquartered in Chicago, IL. | Investment Managers | Chief Executive Officer | |
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 | Market Strategist | |
| University of Oulu | College/University | Graduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
| BMA Insurance, Inc. | Corporate Officer/Principal | ||
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 | Corporate Officer/Principal | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| Spain | 2 |
| Finland | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 21 |
| Commercial Services | 2 |
| Technology Services | 2 |
| Producer Manufacturing | 2 |
Operational
| Corporate Officer/Principal | 126 |
| Undergraduate Degree | 101 |
| Masters Business Admin | 42 |
| Portfolio Manager-Equities | 37 |
| Analyst-Equity | 34 |
Most connected contacts
| Insiders | |
|---|---|
| John Flavin | 12 |
| Shawn Heming | 12 |
| Kandarp R. Acharya | 10 |
| Bill Koehler | 10 |
| Michael Kalinoski | 10 |
| Kassy Kebede | 10 |
| Tish M. Borkowski | 9 |
| Richard Poirier | 9 |
| Lewis Schoenwetter | 8 |
| Kenneth Scarince | 8 |
| Rick M. Schweiger | 8 |
| Jin Kang Wang | 8 |
| Mark P. Naughton | 7 |
| David A. Benz | 7 |
| Jonathan K. Wilber | 7 |
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