Network origin in Koji Oki first degree
Entity | Entity type | Industry | |
---|---|---|---|
Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT).
25
| Extinct | Investment Managers | 25 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Koji Oki via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Duff & Phelps Credit Rating Co.
Duff & Phelps Credit Rating Co. Investment ManagersFinance Duff & Phelps Credit Rating Co. issues credit ratings on corporate bonds, preferred stocks, commercial paper, and CDs. The company is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal | |
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Investment Managers | Analyst-Fixed Income Director of Research - Fxd Inc Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
Empower Annuity Insurance Company of America
Empower Annuity Insurance Company of America Financial ConglomeratesFinance Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO. | Financial Conglomerates | Corporate Officer/Principal | |
Cohen & Steers Capital Management, Inc.
Cohen & Steers Capital Management, Inc. Investment ManagersFinance Cohen & Steers Capital Management, Inc. (Cohen & Steers) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Cohen and Robert Steers in 1986. They are a subsidiary of Cohen & Steers, Inc. (NYSE: CNS). Cohen & Steers serves institutional and individual investors through a wide range of investment products and services, which includes separately managed accounts, registered funds in the US and Europe, and private funds. | Investment Managers | Corporate Officer/Principal | |
GE Financial Assurance Holdings LLC
GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Director of Investments Portfolio Manager-Fixed Income | |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
Navellier & Associates, Inc.
Navellier & Associates, Inc. Investment ManagersFinance Navellier & Associates, Inc. (Navellier) is an independent registered investment advisor headquartered in Reno, Nevada. The firm was founded by Louis Navellier in 1987. Navellier provides investment advisory services and manages investment advisory accounts for taxable and tax-exempt clients, which includes individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations, pension plans, Taft-Hartley plans, and open-end investment companies. | Investment Managers | Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
JANUS CAPITAL GROUP INC | Investment Managers | Corporate Officer/Principal | |
ClearChoice Holdings LLC
ClearChoice Holdings LLC Medical/Nursing ServicesHealth Services ClearChoice Holdings LLC develops and manages dental implant centers. The company was founded by Donald P. Miloni and Stephen D. Boyd in 2005 and is headquartered in Greenwood Village, CO. | Medical/Nursing Services | Director of Finance/CFO | |
University of Virginia | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Ampersand Management LLC
Ampersand Management LLC Investment ManagersFinance Ampersand Management LLC (Ampersand Management) is a private equity firm founded in 1988 by Richard A. Charpie. The firm is headquartered in Wellesley, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Dartmouth College | College/University | Masters Business Admin | |
Stanford University | College/University | Undergraduate Degree | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
University of Glasgow | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Graduate Degree Graduate Degree Graduate Degree | |
University of Denver | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
The University of Colorado | College/University | Masters Business Admin Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Masters Business Admin | |
Daniels College of Business | College/University | Masters Business Admin | |
Boston College | College/University | Masters Business Admin | |
Lake Forest College | College/University | Undergraduate Degree | |
Utah State University | College/University | Graduate Degree | |
Versus Capital Advisors LLC
Versus Capital Advisors LLC Investment ManagersFinance Versus Capital Advisors LLC (Versus Capital) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded by Mark Qua, Casey Frazier and William Fuhs in 2007 as Welton Street Advisors LLC. In 2022, they became a subsidiary of Colliers International Group, Inc. (TSX: CIGI; NASDAQ: CIGI) in Canada. Versus Capital provides investment advice to the registered funds and to pooled income funds for the benefit of a single non-profit entity. | Investment Managers | Portfolio Manager-Equities | |
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
Colorado State University | College/University | Undergraduate Degree | |
University of International Business & Economics | College/University | Undergraduate Degree | |
Clydesdale Bank Plc
Clydesdale Bank Plc Major BanksFinance Clydesdale Bank Plc provides commercial banking services. It offers personal banking, private banking and business banking. The company was founded in 1838 and is headquartered in Glasgow, the United Kingdom.. | Major Banks | Corporate Officer/Principal | |
Bryant University | College/University | Undergraduate Degree | |
The Colorado College
The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
Montana State University | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree | |
University of Utah | College/University | Undergraduate Degree | |
Green Manning & Bunch Ltd.
Green Manning & Bunch Ltd. Investment Banks/BrokersFinance Green Manning & Bunch Ltd. provides investment banking services. It offers private placements and other financial advisory services for small to mid-sized companies. The firm has coordinated deals for Harker's Distribution, Playcore and Willis Stein & Partners. The company was founded in 1988 and is located in Denver, CO. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 43 |
United Kingdom | 3 |
Netherlands | 2 |
China | 2 |
Canada | 2 |
Sectoral
Finance | 24 |
Consumer Services | 20 |
Technology Services | 2 |
Health Services | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 28 |
Undergraduate Degree | 24 |
Analyst-Equity | 21 |
Portfolio Manager-Equities | 17 |
Analyst-Fixed Income | 11 |
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