Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Daniel Ivascyn | M | 54 |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | 26 years |
| Nathan Reid Palmer | M | - |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | 13 years |
| Giang Bui | F | - |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | 24 years |
| Christopher F. Kilpatrick | M | - |
Western Asset Management Co. LLC
 Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients.
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | 26 years |
| Jim K. Huynh | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 21 years |
| Michael Buchanan | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| Rob Noe | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | 13 years |
| Bonnie Wongtrakool | F | 50 |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 21 years |
| Robert Eugene Amodeo | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| John Colm Mooney | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| Martin Ryan Hanley | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| Dennis Joseph McNamara | M | 70 |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 23 years |
| Davis Smith | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 21 years |
| Walter E. Kilcullen | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 22 years |
| Greg Handler | M | 43 |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 22 years |
| Neil Sheth | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 20 years |
| Matthew C. Graves | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| Blanton Keh | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 20 years |
| Stephen Sibley | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| Kevin J. Ritter | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 18 years |
| Tony Wicklund | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | 11 years |
| Mark Alan Hughes | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 15 years |
| Christopher N. Jacobs | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 18 years |
| Julien Scholnick | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 21 years |
| Ivor Schucking | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 15 years |
| Andrew Thomas Wittkop | M | - |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | 24 years |
| Prashant Chandran | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 17 years |
| Margaret Clagett-Dame | M | - |
University of Wisconsin
| 35 years |
| Michele Mirabella | F | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| Frederick Marki | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 18 years |
| René Ledis | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 18 years |
| David Thomas Fare | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| Mark Lindbloom | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| Theresa Melhem Veres | F | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| Kevin Keith Kennedy | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 19 years |
| Nicholas Jay Mastroianni | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 17 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Graham Allen | M | - |
Tortoise Credit Strategies LLC
 Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.
Bradford & Marzec LLC
 Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | - |
| Jeffrey Eric Brothers | M | - |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | 4 years |
| Mohamed El-Erian | M | 65 |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | 15 years |
| Christian Bleszinski | M | - |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | 13 years |
| Brad Beman | M | - |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities. | 5 years |
| Lawrence Davanzo | M | 71 |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | 8 years |
| Scott Mather | M | - |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | 24 years |
| Matthew Radgowski | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | 6 years |
| Zee Marzec | F | - |
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | 32 years |
| Ted Bradford | M | - |
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | 32 years |
| John Thaddeus Wlodek | M | - |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | 13 years |
| Gregory Haendel | M | - |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | 6 years |
| Michael George Sanchez | M | - |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities. | - |
| Azita Saleki-Gerhardt | M | 60 |
University of Wisconsin
| 8 years |
| John Heitkemper | M | - |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | 9 years |
| Aysun I. Gelisen | F | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | 7 years |
| Eric Hansotia | M | 55 |
University of Wisconsin
| 5 years |
| Chas Janisch | M | - |
University of Wisconsin
| 6 years |
| Han-Chul Kim | M | - |
University of Wisconsin
| 4 years |
| Jeff Jacob | M | - |
University of Wisconsin
| 6 years |
| Jason Joseph Schultz | M | - |
University of Wisconsin
| 5 years |
| J. J. Wilczewski | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | 3 years |
| Jason Mayer | M | 55 |
University of Wisconsin
| 6 years |
| Vineer Bhansali | M | - |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | - |
| Lawrence K. Becker | M | 69 |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | 19 years |
| Robert C. Haukohl | M | - |
University of Wisconsin
| 5 years |
| Todd Kelsey | M | 59 |
University of Wisconsin
| 5 years |
| Chantell Johnson | F | - |
University of Wisconsin
| 6 years |
| Grant Berlin | M | - |
University of Wisconsin
| 8 years |
| Brandon Keith Lopez | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | - |
| Alexander Kelley | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | - |
| David Strecker | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | - |
| Karen Uyehara | F | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients.
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | 11 years |
| Jay Warner | M | - |
University of Wisconsin
| 10 years |
| John G. Reber | M | - |
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | - |
| Sean Thomas Dixon | M | - |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | 15 years |
| David Chaohsiang Zee | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | - |
| Brian W. Bauman | M | - |
University of Wisconsin
| 7 years |
| Victor R. Fracaro | M | - |
University of Wisconsin
| 6 years |
| Tom C. McGahan | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | 4 years |
| Olivier Asselin | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | - |
| Maya K. Bittar | F | - |
University of Wisconsin
| 3 years |
| Brian Flanagan | M | - |
University of Wisconsin
| 6 years |
| Sean McLeod | M | - |
University of Wisconsin
| 6 years |
| Jim Stephenson | M | - |
University of Wisconsin
| 6 years |
| Renee Anderson | F | - |
University of Wisconsin
| 5 years |
| Vince Russo | M | - |
University of Wisconsin
| 6 years |
| Jae Y. Choi | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 8 years |
| David W. Barden | M | - |
University of Wisconsin
| 5 years |
| Todd Michael Griesbach | M | - |
University of Wisconsin
| 8 years |
| James V. Nelson | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | 16 years |
| Matthew C. Duda | M | - |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | - |
| James Michael Albers | M | - |
University of Wisconsin
| 12 years |
| Jason Lee Stephens | M | - |
University of Wisconsin
| 5 years |
| Gregory Anderson | M | - |
University of Wisconsin
| 6 years |
| Brian Donohue | M | 56 |
University of Wisconsin
| 8 years |
| Ramon Ricardo Gonzalez | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | 8 years |
| Kathleen Walsh | F | - |
University of Wisconsin
| 7 years |
| Engelking Bill | M | - |
University of Wisconsin
| 5 years |
| Drew Sweeney | M | - |
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | 4 years |
| Greg J. Schroeder | M | - |
University of Wisconsin
| 8 years |
| Lee Kobza | M | - |
University of Wisconsin
| 6 years |
| David L. Hall | M | - |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | 6 years |
| Mark Steven Kavolius | M | - |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | 10 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Adam Patros
- Personal Network
