![Kelly Morrison](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Kelly Morrison
Trading-Equity at Dana Investment Advisors, Inc.
Network origin in Kelly Morrison first degree
Entity | Entity type | Industry | |
---|---|---|---|
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).
18
| Private Company | Investment Managers | 18 |
University of Wisconsin-Milwaukee
7
| College/University | Other Consumer Services | 7 |
University of Wisconsin-Eau Claire
6
| College/University | Other Consumer Services | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kelly Morrison via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Heartland Advisors, Inc.
![]() Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
MODINE MANUFACTURING COMPANY | Industrial Machinery | Public Communications Contact | |
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 | |
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 | |
TARGET CORPORATION | Specialty Stores | Corporate Officer/Principal | |
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 | |
University of Notre Dame | College/University | Undergraduate Degree | |
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 | Masters Business Admin Corporate Officer/Principal | |
COMMERZBANK AG | Regional Banks | Corporate Officer/Principal | |
University of Pittsburgh | College/University | Graduate Degree | |
University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Marquette University | College/University | Corporate Officer/Principal Undergraduate Degree | |
University of Giessen | College/University | Undergraduate Degree Undergraduate Degree | |
Roynat Capital, Inc.
![]() Roynat Capital, Inc. Investment ManagersFinance Roynat Capital, Inc. is a Private Equity/Venture Capital firm, a subsidiary of The Bank of Nova Scotia founded in 1962. Roynat Capital, Inc. is headquartered in Toronto. | Investment Managers | Corporate Officer/Principal | |
Deloitte & Touche, Inc.
![]() Deloitte & Touche, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
TriWest Capital Management Corp.
![]() TriWest Capital Management Corp. Investment ManagersFinance TriWest Capital Management Corp (TriWest Capital) is a private equity firm founded in 1998 by Cody Church, Lorne Jacobson and Ron Jackson. The firm is headquartered in Calgary, Canada. | Investment Managers | Private Equity Analyst | |
Monroe Capital LLC
![]() Monroe Capital LLC Investment ManagersFinance Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
The Pennsylvania State University | College/University | Masters Business Admin | |
The California State University | College/University | Undergraduate Degree | |
Spooner Health System, Inc.
![]() Spooner Health System, Inc. Medical/Nursing ServicesHealth Services Spooner Health System, Inc. provides healthcare services. It offers surgery, infusion services, diagnostic imaging, emergency, home care, inpatient care, laboratory, memory clinic, wound care, swing bed, respiratory therapy, specialty and rehabilitation services. The company was founded in 1955 and is headquartered in Spooner, WI. | Medical/Nursing Services | Director/Board Member | |
Stark & Roth LLC
![]() Stark & Roth LLC Investment ManagersFinance Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments. | Investment Managers | Corporate Officer/Principal | |
Amazon | Real Estate Development | Corporate Officer/Principal | |
OnCourse Learning Corp.
![]() OnCourse Learning Corp. Miscellaneous Commercial ServicesCommercial Services OnCourse Learning Corp. engages in the provision of education, pre-licensing, and corporate training services. Its online campuses provide pre-licensing and continuing education, as well as governance, risk, and compliance training solutions in the areas of nursing and allied health industries. The company was founded in 2007 and is headquartered in Brookfield, WI. | Miscellaneous Commercial Services | Director/Board Member | |
Gary Comer, Inc.
![]() Gary Comer, Inc. Investment ManagersFinance Gary Comer, Inc. (GCI) is a private equity firm founded in 1986 by Gary Comer. The firm is headquartered in Waukesha, Wisconsin. | Investment Managers | Private Equity Investor | |
Pemberton Capital Advisors LLP
![]() Pemberton Capital Advisors LLP Investment ManagersFinance Pemberton Capital Advisors LLP (Pemberton Capital Advisors) is a private equity firm founded in 2011 by Symon Drake-Brockman. The firm is headquartered in London with additional offices across the globe. | Investment Managers | Private Equity Investor | |
VD2-Shops NKW GmbH & Co. KG
![]() VD2-Shops NKW GmbH & Co. KG Electronics/Appliance StoresRetail Trade VD2-Shops NKW GmbH & Co. KG is a German company that offers products and services related to mobile phones, landlines, internet, and TV. The private company is based in Barsinghausen, Germany. The CEOs of the company are Nils Weber, Kerstin Brahms, Maurice Raab. | Electronics/Appliance Stores | Chief Executive Officer | |
University of Wisconsin La Crosse | College/University | Undergraduate Degree | |
Hugedomains.com | Chief Executive Officer | ||
Mars, Inc.
![]() Mars, Inc. Food: Specialty/CandyConsumer Non-Durables Mars, Inc. engages in the production of confectionery and animal food products. Its brands include M&M?s, Snickers, Twix, Milky Way, Dove, Pedigree, Whiskas, Extra, Skittles, Uncle Ben's, and Cocoavia. The company was founded by Franklin Clarence Mars in 1911 and is headquartered in McLean, VA. | Food: Specialty/Candy | Corporate Officer/Principal | |
Wasson Enterprise LLC
![]() Wasson Enterprise LLC Investment ManagersFinance Wasson Enterprise LLC (Wasson Enterprise) is a venture capital firm founded in 2016 by Gregory D. Wasson and Kim Wasson. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Innovation Associates, Inc.
![]() Innovation Associates, Inc. Industrial MachineryProducer Manufacturing Innovation Associates, Inc. engages in manufacturing of pharmaceutical production machinery. The firm offers workflow management, federal healthcare , high volume, and pharmacy intelligence solutions. The company was founded by Harry Boyer in 1972 and is headquartered in Johnson City, NY. | Industrial Machinery | Chief Operating Officer | |
Texas Woman's University | College/University | Graduate Degree | |
St. Mary's College (Indiana) | College/University | Undergraduate Degree | |
Allianz Global Investors GmbH
![]() Allianz Global Investors GmbH Investment ManagersFinance Allianz Global Investors GmbH (AGI) is an investment management firm headquartered in Frankfurt, Germany. The was founded in 1956 and is a subsidiary of Allianz Asset Management GmbH, which is owned by Allianz SE (ETR: ALV). AGI manages the group's assets and client-focused equity, fixed-income, and balanced portfolios. They also launch and manage equity and fixed-income mutual funds for individual and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 37 |
Germany | 5 |
Canada | 4 |
United Kingdom | 2 |
Sectoral
Finance | 23 |
Consumer Services | 12 |
Commercial Services | 4 |
Producer Manufacturing | 3 |
Retail Trade | 3 |
Operational
Corporate Officer/Principal | 32 |
Undergraduate Degree | 29 |
Portfolio Manager-Equities | 21 |
Director/Board Member | 13 |
Masters Business Admin | 13 |
Most connected contacts
Insiders | |
---|---|
Margaret Kelsey | 20 |
Tayt Rule | 9 |
Gerry Burrows | 7 |
Sean McLeod | 7 |
Matt Slowinski | 6 |
Mike Alkhazov | 5 |
David J. Scheidt | 5 |
Dave Weinstein | 5 |
Rob Leuty | 5 |
Duane Rudolph Roberts | 5 |
Nils Weber | 5 |
Tom Wickman | 5 |
Jeff Brigman | 5 |
Mike Honkamp | 4 |
Troy William McGlone | 4 |
- Stock Market
- Insiders
- Kelly Morrison
- Company connections