Greg Dahlman
Analyst-Equity at Dana Investment Advisors, Inc.
Network origin in Greg Dahlman first degree
Entity | Entity type | Industry | |
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Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).
24
| Private Company | Investment Managers | 24 |
University of Wisconsin-Whitewater
8
| College/University | Other Consumer Services | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Greg Dahlman via their personal network
Company | Sector | Related people | Main position |
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Mason Street Advisors LLC
Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Payden & Rygel
Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Investment Managers | Corporate Officer/Principal | |
Cadwalader, Wickersham & Taft LLP
Cadwalader, Wickersham & Taft LLP Miscellaneous Commercial ServicesCommercial Services Cadwalader, Wickersham & Taft LLP provides legal services to financial institutions and corporations, government entities, charitable and health care organizations and individual private clients. It was founded in 1792 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
SURMODICS, INC. | Medical Specialties | Human Resources Officer | |
Schaper, Benz & Wise Investment Counsel, Inc.
Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance Schaper Benz & Wise Investment Counsel, Inc. (SBW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Neenah, Wisconsin. The firm was founded by Gerald Schaper in 1992. SBW offers investment management services primarily to families of wealth, foundations and businesses. | Investment Managers | Chairman | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal | |
MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Major Banks | Corporate Officer/Principal | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities | |
Allspring Funds Management LLC
Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | Corporate Officer/Principal | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Savings Banks | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree | |
KWG GROUP HOLDINGS LIMITED | Real Estate Development | Corporate Officer/Principal | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Corporate Officer/Principal Masters Business Admin Corporate Officer/Principal | |
University of Pittsburgh | College/University | Graduate Degree | |
Rockhurst University | College/University | Masters Business Admin | |
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 | |
In Vitro Diagnostics
In Vitro Diagnostics Medical SpecialtiesHealth Technology Part of Siemens AG, In Vitro Diagnostics is a medical diagnostic testing American company. The company is located in the US. The company was founded in 1986. In Vitro Diagnostics was acquired by Dade Behring Holdings, Inc. from EIDP, Inc. on May 08, 1996 for $450 million. | Medical Specialties | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin | |
The California State University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Doctorate Degree Masters Business Admin | |
University of Wisconsin | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Wisconsin-Milwaukee | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Colonial Life & Accident Insurance Co.
Colonial Life & Accident Insurance Co. Investment ManagersFinance Colonial Life & Accident Insurance Co. provides insurance products and services. The firm offers personal insurance products including disability, accident, life, cancer, critical illness, hospital confinement, and limited benefit medical coverage. The company was founded by Edwin F. Averyt and J. Clifton Judy in 1937 and is headquartered in Columbia, SC | Investment Managers | Corporate Officer/Principal | |
State Bank of Cross Plains (Wisconsin)
State Bank of Cross Plains (Wisconsin) Regional BanksFinance State Bank of Cross Plains (Wisconsin) is a state chartered commercial bank. It provides loans, mortgages, savings account and internet banking. The company was founded in 1908 and is headquartered in Cross Plains, WI. | Regional Banks | Chief Executive Officer | |
YIDA CHINA HOLDINGS LIMITED | Real Estate Development | Director of Finance/CFO | |
Hong Kong Institute of Certified Public Accountants
Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Pharmaceutical Corp. of America | President | ||
University of South Carolina | College/University | Undergraduate Degree | |
Mendota Gridiron Club | Corporate Officer/Principal | ||
LAKE RIDGE BANCORP INC. | Regional Banks | Chief Executive Officer | |
St. Mary's College (Indiana) | College/University | Undergraduate Degree | |
University of Wisconsin-Eau Claire | College/University | Undergraduate Degree | |
Bankers' Bank (Madison, Wisconsin)
Bankers' Bank (Madison, Wisconsin) Regional BanksFinance Bankers' Bank provides banking services. It offers account, cards, commercial banking, leasing and mortgage services. The company was founded in 1981 and is headquartered in Madison, WI. | Regional Banks | Director/Board Member | |
The Pennsylvania State University | College/University | Masters Business Admin | |
Lake Ridge Bank
Lake Ridge Bank Regional BanksFinance Lake Ridge Bank operates commercial banks. The private company is based in Monona, WI. The CEO of the company is James L. Tubbs. | Regional Banks | Chief Executive Officer | |
Community Bankers of Wisconsin
Community Bankers of Wisconsin Miscellaneous Commercial ServicesCommercial Services Part of Wisconsin Bankers Association, Community Bankers of Wisconsin operates as a trade association. The company is based in Madison, WI. Community Bankers of Wisconsin was acquired by Wisconsin Bankers Association on March 02, 2015. | Miscellaneous Commercial Services | Chairman | |
Bishops Bay Country Club
Bishops Bay Country Club Movies/EntertainmentConsumer Services Bishops Bay Country Club operates as a golf country club. The private company is based in Middleton. | Movies/Entertainment | Director/Board Member | |
Bankers' Bancorporation, Inc. (Wisconsin)
Bankers' Bancorporation, Inc. (Wisconsin) Financial ConglomeratesFinance Bankers' Bancorporation, Inc. operates as a bank holding company. It offers commercial banking services. The company is headquartered in Madison, WI. | Financial Conglomerates | Director/Board Member | |
United Way of Dane County, Inc.
United Way of Dane County, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Dane County, Inc. aims to improve lives and strengthen communities. It offers programs which cover the areas of education, healthcare, homelessness, domestic violence and aiding people with disabilities. The company was founded in 1922 and is headquartered in Madison, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Downtown Madison, Inc.
Downtown Madison, Inc. Miscellaneous Commercial ServicesCommercial Services Downtown Madison, Inc. is a member organization that focuses on building a healthy and vibrant downtown for all. The non-profit company is based in Madison, WI. The company achieves this through advocacy, research, planning, and community action. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wisconsin Bankers Association
Wisconsin Bankers Association Miscellaneous Commercial ServicesCommercial Services Wisconsin Bankers Association provides curated content and resources for banking professionals to stay up-to-date with breaking news and industry trends. The non-profit company is based in Madison, WI and has subsidiaries in the United States. The association's associate members offer a range of services and products to banks. Wisconsin Bankers Association also provides educational resources on banking industry compliance. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United States | 44 |
China | 3 |
United Kingdom | 2 |
Hong Kong | 2 |
Sectoral
Finance | 22 |
Consumer Services | 15 |
Commercial Services | 8 |
Health Technology | 4 |
Operational
Corporate Officer/Principal | 34 |
Undergraduate Degree | 31 |
Portfolio Manager-Equities | 26 |
Masters Business Admin | 14 |
Analyst-Equity | 12 |
Most connected contacts
Insiders | |
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James L. Tubbs | 12 |
Sean McLeod | 7 |
Joseph Stich | 7 |
Robert McCormick | 7 |
John W. Peavy | 7 |
Matt Slowinski | 6 |
Siu Wo Law | 6 |
Ben K. Friedman | 6 |
Rob Leuty | 5 |
Mike Alkhazov | 5 |
David J. Scheidt | 5 |
Dave Weinstein | 5 |
Duane Rudolph Roberts | 5 |
Tom Wickman | 5 |
Jeff Brigman | 5 |
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