Brooks Friederich
Analyst-Equity at Envestnet Asset Management, Inc.
Network origin in Brooks Friederich first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.
42
| Subsidiary | Investment Managers | 42 |
University of South Dakota
15
| College/University | Other Consumer Services | 15 |
University of Colorado Denver
11
| College/University | Other Consumer Services | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brooks Friederich via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Colorado Boulder | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
South Dakota Investment Council
 South Dakota Investment Council Investment ManagersFinance South Dakota Investment Council (SDIC) is a state-owned pension fund manager headquartered in Sioux Falls, South Dakota. The firm was founded by the South Dakota Legislature in 1971. SDIC manages investment of the financial assets of the State of South Dakota. These include public retirement systems, public trust funds, and other financial assets. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Director of Research - Equity Analyst-Equity Portfolio Manager-Equities | |
| ENVESTNET, INC. | Packaged Software | Chief Executive Officer Founder Founder Chief Operating Officer | |
Prima Capital Advisors LLC
 Prima Capital Advisors LLC Investment ManagersFinance Prima Capital Advisors LLC (Prima) is a SEC-registered investment advisor headquartered in Scarsdale, New York. The firm was founded by Gregory White in 2002 and was acquired by Blue Owl Capital, Inc. (NYSE: OWL) in 2024. Prima advises institutional clients and private funds on real estate debt investments. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| DePaul University | College/University | Graduate Degree Masters Business Admin | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Director of Investments | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Brandeis University | College/University | Graduate Degree Graduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | Investment Managers | Founder Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Colorado School of Mines | College/University | Graduate Degree Undergraduate Degree | |
| University of Denver | College/University | Masters Business Admin Undergraduate Degree | |
| University of Kansas | College/University | Masters Business Admin | |
| ANTERO MIDSTREAM PARTNERS LP | Oil & Gas Pipelines | General Counsel | |
| Indian Institute of Science Education & Research | College/University | Undergraduate Degree | |
| University of Wisconsin-Whitewater | College/University | Undergraduate Degree | |
| ANTERO RESOURCES CORPORATION | Oil & Gas Production | Compliance Officer | |
| ANTERO MIDSTREAM CORPORATION | Oil & Gas Pipelines | Compliance Officer | |
| Paul M. Hebert Law Center | College/University | Graduate Degree | |
Vinson & Elkins LLP
 Vinson & Elkins LLP Miscellaneous Commercial ServicesCommercial Services Vinson & Elkins LLP provides legal services. It maintains civil practice, covering areas such as litigation, public policy, transaction, and energy law. The firm serves the clients including companies from the aviation, energy, financial services, health care, and technology industries. The company was founded in 1917 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Latham & Watkins LLP
 Latham & Watkins LLP Miscellaneous Commercial ServicesCommercial Services Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| YIFAN PHARMACEUTICAL CO., LTD. | Pharmaceuticals: Major | Director/Board Member | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Investment Managers | Corporate Officer/Principal | |
| The First National Bank In Sioux Falls (Invt Mgmt) | Investment Managers | Portfolio Manager-Equities | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree | |
| Aurora University | College/University | Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree | |
| Lowa State University | College/University | Undergraduate Degree | |
Booj LLC
 Booj LLC Information Technology ServicesTechnology Services Booj LLC operates as a web designing and technology firm. It specializes in email marketing, web applications, user interface, lead management system, social media management, event planning and enterprise web development solutions. The company was founded by John Sable and Ido Zucker in 2005 and is headquartered in Denver, CO. | Information Technology Services | Corporate Officer/Principal | |
Crescat Portfolio Management LLC
 Crescat Portfolio Management LLC Investment ManagersFinance Crescat Portfolio Management LLC (CPM) is a registered investment advisor and hedge fund manager headquartered in Denver, Colorado. The firm was founded by Kevin Smith and Claiborne Booker in 2005. They are a wholly-owned subsidiary of Crescat Capital LLC, a global macro asset management firm. CPM provides investment advisory services to private investment funds and separately managed accounts. | Investment Managers | Analyst-Equity | |
| Wellesley College | College/University | Undergraduate Degree | |
| KRISPY KREME, INC. | Food Distributors | Investor Relations Contact | |
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 | Corporate Officer/Principal | |
| University of Illinois | College/University | Masters Business Admin |
Statistics
International
| United States | 48 |
| China | 3 |
| India | 2 |
Sectoral
| Consumer Services | 26 |
| Finance | 17 |
| Technology Services | 3 |
| Industrial Services | 3 |
| Commercial Services | 3 |
Operational
| Corporate Officer/Principal | 62 |
| Undergraduate Degree | 62 |
| Analyst-Equity | 35 |
| Masters Business Admin | 24 |
| Graduate Degree | 21 |
Most connected contacts
| Insiders | |
|---|---|
| Lee Chertavian | 14 |
| Jud Bergman | 10 |
| Brandon Rockwell Thomas | 9 |
| Todd Tilzer | 9 |
| Han Fei | 8 |
| Xiaomin Hu | 8 |
| Yvette Schultz | 7 |
| Jon Brickey | 7 |
| Michael Calvillo | 7 |
| Nathan W. Behan | 6 |
| James Winfield Lumberg | 6 |
| Frank Wei | 6 |
| Janis Zvingelis | 6 |
| Ken Shaw | 6 |
| Michael P. Manning | 5 |
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