Eric Paul Halverson
Analyst-Equity at Envestnet Asset Management, Inc.
Network origin in Eric Paul Halverson 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.
40
| Subsidiary | Investment Managers | 40 |
University of Colorado Denver
6
| College/University | Other Consumer Services | 6 |
University of Wisconsin-Whitewater
3
| College/University | Other Consumer Services | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Eric Paul Halverson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | |
Columbia Wanger Asset Management LLC
 Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | Investment Managers | Corporate Officer/Principal | |
JB Design Liquidation Co., Inc.
 JB Design Liquidation Co., Inc. Other Consumer ServicesConsumer Services JB Design, Inc. manufactures stainless steel exhausted system for vehicles, trucks and boats. The company is headquartered in Berea, OH. | Other Consumer Services | Chief Executive Officer | |
Mesirow Financial, Inc.
 Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Investment Managers | Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
| University of Oxford | College/University | 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 | |
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 | |
| Illinois Institute of Technology | College/University | Graduate Degree Graduate Degree Graduate Degree | |
Calphalon Corp.
 Calphalon Corp. Electronics/AppliancesConsumer Durables Calphalon Corp wholesales and supplies cookware. It also offers bakeware, knives, and cutlery. The company was founded in 1963 and is headquartered in Atlanta, GA. | Electronics/Appliances | Private Equity Analyst | |
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 | |
| Brandeis University | College/University | Graduate Degree Graduate Degree | |
| Bridgewater State College | College/University | Undergraduate Degree | |
| Central College | College/University | Undergraduate Degree | |
| DePaul University | College/University | Graduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
| James Madison University | College/University | Undergraduate Degree | |
| John Carroll University | College/University | Masters Business Admin | |
| St. Louis University | College/University | Undergraduate Degree | |
| University of Western Kentucky | College/University | Undergraduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Masters Business Admin | |
| University of Iowa | College/University | Doctorate Degree | |
| Wellesley College | College/University | Undergraduate Degree | |
| University of Denver | College/University | Masters Business Admin | |
| St. Lawrence University | College/University | Undergraduate Degree | |
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 | |
| University of Science & Technology of China | College/University | Undergraduate Degree | |
| Securities Finance Trust Co. | Corporate Officer/Principal | ||
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 | |
Cerulli Associates, Inc.
 Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
| ENVESTNET, INC. | Packaged Software | Chief Executive Officer Founder Founder Chief Operating Officer | |
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 | |
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 | |
Metamorphosis Money Management LLC
 Metamorphosis Money Management LLC Investment ManagersFinance Metamorphosis Money Management LLC provides investment advice. The private company is based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
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 | |
| MIT Sloan School of Management | College/University | Undergraduate Degree | |
| University of Colorado Boulder | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Forward Mutual Insurance Co. (Invt Port)
 Forward Mutual Insurance Co. (Invt Port) Investment ManagersFinance Forward Mutual Insurance Co. (Investment Portfolio) (Forward Mutual-IP) is the investment portfolio division of Forward Mutual Insurance Co., an insurance company headquartered in Ixonia, Wisconsin. Forward Mutual-IP manages the investment portfolio of insurance clients. | Investment Managers | Chief Executive Officer | |
Stout Street Capital Corp.
 Stout Street Capital Corp. Investment ManagersFinance Stout Street Capital Corp (Stout Street Capital ) is a venture capital firm founded in 2016 by Clay Gordon. The firm is headquartered in Denver, Colorado. | Investment Managers | Founder | |
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 | |
Thorpe Abbotts Capital LLC
 Thorpe Abbotts Capital LLC Investment ManagersFinance Thorpe Abbotts Capital LLC is an investment management firm that focuses on exploiting behavioral biases in public markets. The private company is based in Charlottesville, VA. The company combines behavioral economics, data analytics, and fundamental analysis to find and exploit asymmetric risk/reward investment opportunities. The company was founded in 2018 by Jeffrey Edwin Henriksen, who has been the CEO since 2018. | Investment Managers | Chief Executive Officer |
Statistics
International
| United States | 47 |
| China | 3 |
| United Kingdom | 2 |
| Israel | 2 |
Sectoral
| Consumer Services | 27 |
| Finance | 21 |
| Technology Services | 3 |
| Consumer Durables | 2 |
Operational
| Corporate Officer/Principal | 47 |
| Undergraduate Degree | 47 |
| Analyst-Equity | 27 |
| Masters Business Admin | 18 |
| Portfolio Manager-Equities | 12 |
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