Network origin in Kathleen Marie Houssels first degree
Entity | Entity type | Industry | |
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AXA Rosenberg Investment Management LLC
AXA Rosenberg Investment Management LLC Investment ManagersFinance AXA Rosenberg Investment Management LLC (AXA Rosenberg IM) is a registered investment advisor headquartered in Orinda, California. The firm was founded by Barr Rosenberg in 1985 and is a direct, wholly-owned subsidiary AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS) in France. AXA Rosenberg IM provides investment management services to US, Canadian and Latin American institutional investors invested through segregated mandates or pooled funds. They also provide portfolio management and trading activities for equity investments in North and South America on behalf of their clients and affiliated Advisers.
16
| Extinct | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kathleen Marie Houssels via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLC
Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Market Strategist | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
Barra LLC
Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
Rochester Christian University | College/University | Masters Business Admin | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Corporate Officer/Principal | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal | |
American Century Investments Services, Inc.
American Century Investments Services, Inc. Investment ManagersFinance American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO. | Investment Managers | Corporate Officer/Principal | |
The Chartered Institute of Management Accountants
The Chartered Institute of Management Accountants Other Consumer ServicesConsumer Services The Chartered Institute of Management Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The non-profit company is based in London, UK, and has a global presence of subsidiaries in several regions. The British company advocates for the accounting and finance profession, as well as the public interest and business sustainability. Andrew Harding has been the CEO of the company since 2009. | Other Consumer Services | Corporate Officer/Principal | |
Thunderbird School of Global Management | College/University | Graduate Degree | |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
AXA Investment Managers Asia (Singapore) Ltd.
AXA Investment Managers Asia (Singapore) Ltd. Investment ManagersFinance AXA Investment Managers Asia (Singapore) Ltd. (AXA IM-SG) is the Singapore-based subsidiary of AXA Rosenberg Asia Pacific Holding LLC, ultimately owned by AXA SA (EPA: CS; NYSE: AXA; OTCMKTS: AXAHY), a multinational insurance company headquartered in France. Formerly known as AXA Rosenberg Investment Management Asia Pacific Ltd., the firm was founded in 1990 as a joint venture between Nomura Asset Management and Rosenberg Institutional Equity Management. AXA IM-SG advises regional portfolios for funds managed within the parent group and distributes the group's range of equity, fixed-income, alternative and balanced products. They also trade Asia Pacific ex-Japan stocks. The firm's clients are institutions including pension funds, foundations and government entities. | Investment Managers | Chief Executive Officer | |
Northern Trust Securities, Inc.
Northern Trust Securities, Inc. Investment Banks/BrokersFinance Founded in 1979, Northern Trust Securities, Inc. is an SEC-registered broker/dealer and government securities broker/dealer headquartered in Chicago. The firm is a wholly-owned subsidiary of the Northern Trust Corp. (NASDAQ: NTRS). They offer research, account information, market data and online trading services. In addition, Northern Trust offers a variety of banking services including retail banking, trust services, securities brokerage services and investment management services. They operate primarily in the US, continental Europe and Canada. Northern Trust Securities is a member of the NASD and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Cambridge | College/University | Graduate Degree | |
Vestek Systems, Inc.
Vestek Systems, Inc. Information Technology ServicesTechnology Services Part of Woodbridge Co. Ltd. /New/, Vestek Systems, Inc. is a computer software company that operates in the banking industry. The company is based in San Francisco, CA. Vestek Systems was acquired by Primark Corp. on May 24, 1994 for $6.90 million. | Information Technology Services | Corporate Officer/Principal | |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
Swarthmore College | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Wesleyan University | College/University | Undergraduate Degree | |
Willamette University | College/University | Undergraduate Degree | |
University of Bangalore | College/University | Undergraduate Degree | |
MSCI, INC. | Data Processing Services | Corporate Officer/Principal | |
AXA Investment Managers Asia (Singapore) Ltd. (Australia)
AXA Investment Managers Asia (Singapore) Ltd. (Australia) Investment ManagersFinance Part of AXA SA, AXA Investment Managers Asia (Singapore) Ltd. (Australia) is a responsible investor, business, and employer that actively invests for the long-term to help clients, people, and communities move forward. The company is based in Sydney, Australia. The Australian company's focus is on equity investing, which offers the opportunity to share in the returns generated by companies worldwide, whether they are established leaders or dynamic smaller companies. The latest thinking of the company is on the rapid rise of digitalization and what it means for investors and the future. | Investment Managers | Chief Investment Officer Director of Investments | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CFA Society of Chicago
CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Invesco Great Wall Fund Management Co. Ltd. (Invt Mgmt)
Invesco Great Wall Fund Management Co. Ltd. (Invt Mgmt) Investment ManagersFinance Invesco Great Wall Fund Management Co. Ltd. (Investment Management) (IGW-IM) is the investment management division of Invesco Great Wall Fund Management Co. Ltd., founded jointly in 2003 by Great Wall Securities Co. Ltd, Invesco Ltd., Kailuan (Group) Co. Ltd., and Dalian Shide Group Co., Ltd. Headquartered in Shenzhen with branches in Beijing, Shanghai and Guangzhou, IGW-IM is the first Sino-US fund management company in China. They manage a range of open-ended funds featuring different risk/return profiles. | Investment Managers | Chief Investment Officer | |
Chicago Quantitative Alliance | Corporate Officer/Principal | ||
Motorola Corp. | Corporate Officer/Principal | ||
BlackRock Fund Advisors
BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Analyst-Equity | |
Indian Statistical Institute | College/University | Graduate Degree | |
Morgan Stanley & Co. Ltd.
Morgan Stanley & Co. Ltd. Investment ManagersFinance Morgan Stanley & Co. Ltd. provides wealth management, investment banking, and other financial services. The company founded on September 15, 1987 and is headquartered in London, the United Kingdom. | Investment Managers | Corporate Officer/Principal | |
Responsible Investment Association Australasia
Responsible Investment Association Australasia Miscellaneous Commercial ServicesCommercial Services Responsible Investment Association Australasia operates as an association for responsible and ethical investors. It specializes in ESG, responsible investment, finance, professionals, methodology, impact investing, negative exclusionary screening, positive inclusionary screening. Its memberships include membership includes super funds, fund managers, banks, consultants, researchers, brokers, impact investors, property managers, trusts, foundations, faith-based groups, financial advisers and individuals. The company is headquartered in Sydney, Australia. | Miscellaneous Commercial Services | Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin | |
Stanford Graduate School of Business | College/University | Graduate Degree | |
Northern Trust Co. (Research) | Investment Managers | Corporate Officer/Principal | |
Claraphi Advisory Network LLC
Claraphi Advisory Network LLC Investment ManagersFinance ClaraPHI Advisory Network LLC (ClaraPHI) is a SEC-registered investment advisor headquartered in Aliso Viejo, California. The firm was founded by Pierre T. Gallant and is a wholly owned subsidiary of Pomegranate Holdings LLC, which is owned by Tradability LLC. ClaraPHI offers a variety of investment advisory and related financial services to individuals, high net-worth individuals, families, business owners and corporations. | Investment Managers | Chief Investment Officer | |
Atomi Financial Group, Inc.
Atomi Financial Group, Inc. Investment ManagersFinance Atomi Financial Group, Inc. (dba Compound Planning) is a SEC-registered investment advisor headquartered in Irvine, California. The firm was acquired by Alternativ, Inc. in 2022. Compound Planning provides advisory services to individuals, high net worth individuals, businesses, corporate pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, and endowments. | Investment Managers | Chief Investment Officer | |
RadiantESG Global Investors LLC
RadiantESG Global Investors LLC Investment ManagersFinance RadiantESG Global Investors LLC is a women-led, diverse-owned investment firm that focuses on next-generation ESG investment solutions for institutional and wealth management clients. The private company is based in Danville, CA and aims to address shifts in demographics and growing demand for more sustainable investment solutions while paving the way for women and minorities for generations to come. RadiantESG's investment solutions are based on its proprietary 'positive change' concept of ESG, which captures ESG leaders, ESG evolvers, and UNSDG-aligned companies. The company was founded in 2020 by Kathryn Mohan McDonald and Heidi Khashabi Ridley, who have a combined 50+ years of experience in asset management. Heidi Khashabi Ridley has been the CEO since 2020. | Investment Managers | Founder Chief Investment Officer Chief Executive Officer | |
Random Forest Capital LLC
Random Forest Capital LLC Investment ManagersFinance Random Forest Capital LLC engages in the provision of investment management software and services. The company was founded by Austin Trombley and Kevin Farrelly in 2016 and is headquartered in San Francisco, CA. | Investment Managers | Director/Board Member | |
AXA Investment Managers US, Inc.
AXA Investment Managers US, Inc. Investment ManagersFinance AXA Investment Managers US, Inc. (AXA IM-US) is a registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded in 2001 and is a subsidiary of AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS, ADR: AXAHY) in France. AXA IM-US provides investment advisory services to institutions (such as public pension plans, trusts and foreign corporations), CLOs, domestic private investment funds and US investment companies. They also manage portfolios for various types of institutional clients and insurance company affiliates within AXA Group. | Investment Managers | Chairman | |
AXA Investment Managers Ltd.
AXA Investment Managers Ltd. Investment Banks/BrokersFinance AXA Investment Managers Ltd. provides expertise in investment management. Its products include OEICS, Unit Trusts, and SICAVS. The company was founded on November 30, 1999 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Director/Board Member |
Statistics
International
United States | 39 |
United Kingdom | 6 |
India | 3 |
Australia | 3 |
Singapore | 2 |
Sectoral
Finance | 27 |
Consumer Services | 16 |
Technology Services | 4 |
Commercial Services | 4 |
Electronic Technology | 2 |
Operational
Corporate Officer/Principal | 24 |
Portfolio Manager-Equities | 17 |
Undergraduate Degree | 10 |
Chief Investment Officer | 10 |
Masters Business Admin | 6 |
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