Stephen R. Lewis
Chairman at RiverSource Family of Mutual Funds
Network origin in Stephen R. Lewis first degree
Entity | Entity type | Industry | |
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Carleton College
118
| College/University | Other Consumer Services | 118 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 25 | |
Public Company | Metal Fabrication | 24 | |
Wallin Education Partners
Wallin Education Partners Miscellaneous Commercial ServicesCommercial Services Wallin Education Partners provides financial, academic and personal support to college students. It promotes college persistence and graduation by providing not only financial aid but also active advising and guidance. The organization offers college scholarships to students with financial needs. The company was founded in 1992 and is headquartered in Minneapolis, MN.
24
| Non-Profit Organization | Miscellaneous Commercial Services | 24 |
RiverSource LaSalle International Real Estate Fund, Inc.
RiverSource LaSalle International Real Estate Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous RiverSource LaSalle International Real Estate Fund, Inc. closed-End Investment Fund/Investment Trust. It is headquartered in Minneapolis, MN.
18
| Extinct | Investment Trusts/Mutual Funds | 18 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
RiverSource Family of Mutual Funds
RiverSource Family of Mutual Funds Investment Trusts/Mutual FundsMiscellaneous Part of Ameriprise Financial, Inc., RiverSource Family of Mutual Funds is a mutual fund company. The company is based in Minneapolis, MN.
1
| Subsidiary | Investment Trusts/Mutual Funds | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Stephen R. Lewis via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Ameriprise Certificate Co.
Ameriprise Certificate Co. Financial ConglomeratesFinance Ameriprise Certificate Co. operates as an investment company. It engages in the business of issuing face-amount investment certificates in the United States. The firm’s products include Ameriprise Cash Reserve Certificate, Ameriprise Flexible Savings Certificate, Ameriprise Installment Certificate, Ameriprise Stock Market Certificate, and Ameriprise Step-Up Rate Certificate. The company was founded on October 28, 1977 and is headquartered in Minneapolis, MN. | Financial Conglomerates | President Compliance Officer General Counsel | |
LIBERTY ALL-STAR EQUITY FUND | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor Treasurer | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | General Counsel Corporate Officer/Principal | |
Prima Energy Corp.
Prima Energy Corp. Oil & Gas ProductionEnergy Minerals Prima Energy Corp. explores, develops and produces oil and natural gas. Its oil field services include trucking, supplying, completion rigs and renting equipment, such as pumps and tanks. The company was founded by Richard H. Lewis and George L. Seward and is headquartered in Denver, CO. | Oil & Gas Production | Director/Board Member | |
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 | Chief Executive Officer Chief Investment Officer | |
SDI, Inc.
SDI, Inc. Air Freight/CouriersTransportation SDI, Inc. provides maintenance, repair, and operations (MRO) integrated supply chain management services. It offers MRO supply chain evaluation, data management, strategic sourcing and supplier relations, eMarket, buying operations, transaction, storeroom management, engineering, predictive inventory management, and innovative MRO technology services. The firm serves basic material, consumer goods and services, and other service industries. The company was founded in 1971 and is headquartered in Bristol, PA. | Air Freight/Couriers | Director/Board Member | |
Weitz Investment Management, Inc.
Weitz Investment Management, Inc. Investment ManagersFinance Weitz Investment Management, Inc. (Weitz) is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded by Wallace R. Weitz in 1983 as Wallace R. Weitz & Co. Weitz provides investment management services on a discretionary basis to registered investment companies and to a number of separate accounts. | Investment Managers | Chief Executive Officer Chairman | |
Allianz Life Insurance Company of North America
Allianz Life Insurance Company of North America Life/Health InsuranceFinance Allianz Life Insurance Co. of North America engages in the provision of individual annuities and life insurance products. It operates through the following segments: Individual Annuities, Life, Questar, and Legacy. The Individual Annuities segment includes fixed, fixed-indexed, variable, and variable-indexed annuities that are provided through independent distribution channels made up of agents and registered representatives. The Life segment issues fixed-indexed universal life insurance products, as well as maintains term and whole life in-force blocks that the company no longer sells or distributes. The Questar segment distributes a range of securities products, including mutual funds, variable life insurance, and annuity contracts; and also processes general securities transactions through a clearing arrangement with a third-party provider. The Legacy segment consists of closed blocks of long-term care and special markets products. The company was founded in 1896 and is headquartered in Minneapolis. MN. | Life/Health Insurance | Public Communications Contact Public Communications Contact | |
Baker & Taylor LLC
Baker & Taylor LLC Wholesale DistributorsDistribution Services Baker & Taylor LLC distributes books, videos and music products. It is a worldwide distributor of books, digital content and entertainment products. The firm offers digital media services and innovative technology platforms to publishers, libraries, schools and retailers worldwide. It also offers customized library services and retail merchandising solutions. The company was founded in 1828 and is headquartered in Charlotte, NC. | Wholesale Distributors | Director/Board Member Director/Board Member | |
ChangeOne, Inc.
ChangeOne, Inc. Packaged SoftwareTechnology Services ChangeOne, Inc. provides application software services. It designs supply chain management software for apparel, home furnishings and toys manufacturing. The company was founded in 1999 and is headquartered in Portland, OR. | Packaged Software | Director/Board Member | |
The Weitz Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
RiverSource Distributors, Inc.
RiverSource Distributors, Inc. Investment Banks/BrokersFinance Part of Ameriprise Financial, Inc., RiverSource Distributors, Inc. offers a range of solutions for businesses, from employee benefits to transition planning. The company is based in Minneapolis, MN. The company's focus is on providing strong and flexible investment strategies through their RiverSource annuities. William Frederick Truscott has been the CEO of the company since 2006. | Investment Banks/Brokers | Chief Executive Officer Director/Board Member Director of Finance/CFO General Counsel | |
Columbia Management Investment Distributors, Inc.
Columbia Management Investment Distributors, Inc. Investment Banks/BrokersFinance Part of Ameriprise Financial, Inc., Columbia Management Investment Distributors, Inc. provides security brokerage services. The company is based in Boston, MA. William Frederick Truscott has been the CEO of the company since 2008. | Investment Banks/Brokers | Chief Executive Officer General Counsel | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Economist | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Masters Business Admin | |
NewYork-Presbyterian Hospital
NewYork-Presbyterian Hospital Hospital/Nursing ManagementHealth Services NewYork-Presbyterian Hospital offers healthcare services. Its services include surgery, corporate health, nephrology, dermatology, cardiology, hepatology, vascular care, emergency care, and ambulatory care. The company was founded in 1771 and is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
Stanford University | College/University | Masters Business Admin Graduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity | |
Minnesota Public Radio
Minnesota Public Radio BroadcastingConsumer Services Minnesota Public Radio operates radio stations produces programs for radio, Internet, and face-to-face audiences. It operates 37-stations radio network serving to the people in Minnesota and in parts of Wisconsin, the Dakotas, Michigan, Iowa, and Idaho. The company was founded in 1967 and is headquartered in St. Paul, MN. | Broadcasting | Director/Board Member Director/Board Member | |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Fxd Inc | |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal General Counsel Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Chief Investment Officer General Counsel | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Chief Executive Officer Head-Fixed Income Invts Chief Investment Officer Portfolio Manager-Fixed Income | |
Columbia Funds
Columbia Funds Investment Banks/BrokersFinance Columbia Funds provides investment banking services. The company is headquartered in Shrewsbury, MA. | Investment Banks/Brokers | Chairman President Corporate Officer/Principal Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Undergraduate Degree | |
Yale Law School | College/University | Graduate Degree Graduate Degree | |
Columbia Threadneedle Investments (Missouri)
Columbia Threadneedle Investments (Missouri) Financial ConglomeratesFinance Columbia Threadneedle Investments (Missouri) provides investment services. Its products include mutual fund, managed accounts, exchange traded funds, 529 plan, variable products, and close-end funds. The company is headquartered in Hazelwood, MO. | Financial Conglomerates | Chief Executive Officer Chief Investment Officer | |
Council on Foreign Relations, Inc.
Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
University of Illinois | College/University | Undergraduate Degree 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 | Chief Administrative Officer Graduate Degree | |
The Phi Beta Kappa Society
The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services The Phi Beta Kappa Society operates as an organization for liberal arts and science education. The non-profit company is based in Washington. | Miscellaneous Commercial Services | President Corporate Officer/Principal | |
The Walker Art Center
The Walker Art Center Other Consumer ServicesConsumer Services The Walker Art Center operates as an art museum in the country. It presents contemporary art by fostering the cross-pollination of the visual, performing, and media arts. The company was founded in 1879 by Thomas Barlow Walker and is headquartered in Minneapolis, MN. | Other Consumer Services | Director/Board Member Director/Board Member | |
DR Bank
DR Bank Regional BanksFinance DR Bank operates as a state chartered commercial bank. It provides community with an exceptional combination of competitive banking services and thoughtful personal services. The firm offers conveniences and financial services from a larger bank, with the incredible rates, safety, and personal attention. The company was founded by Robert M. Baylis, David M. Campbell, Kevin P. Conroy, Daniel Dolcetti, Harriette Weiss-Terbell, Peter B. Maglathlin, Michael Joyce Thomas, Charles Hoffman and Spencer J. McIlmurray in 2006 and is headquartered in Darien, CT. | Regional Banks | Director/Board Member Director/Board Member | |
Minnesota Orchestral Association
Minnesota Orchestral Association Movies/EntertainmentConsumer Services The Minnesota Orchestra provides support for the orchestra and promotes music education. Its association reaches 10,000 children and adults each year through its music education programs. The company was founded in 1903 and is headquartered in Minneapolis, MN. | Movies/Entertainment | Director/Board Member Director/Board Member | |
Tuck School of Business at Dartmouth | College/University | Undergraduate Degree Masters Business Admin | |
New York University | College/University | Masters Business Admin Graduate Degree | |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Investment Managers | Analyst-Equity |
Statistics
International
United States | 50 |
Sectoral
Finance | 23 |
Consumer Services | 15 |
Miscellaneous | 6 |
Commercial Services | 4 |
Energy Minerals | 2 |
Operational
Director/Board Member | 358 |
Corporate Officer/Principal | 153 |
Independent Dir/Board Member | 73 |
Chairman | 61 |
President | 59 |
Most connected contacts
Insiders | |
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Arnold Donald | 36 |
William P. Carmichael | 34 |
Leroy Richie | 32 |
Stephen J. Davis | 25 |
Ted Truscott | 24 |
Alison Taunton-Rigby | 23 |
Justin B. Wender | 22 |
Karel Robert den Daas | 21 |
Catherine Paglia | 19 |
Jack W. Eugster | 18 |
Pamela Carlton | 18 |
Arthur D. Kowaloff | 17 |
Lawrence Perlman | 17 |
Sandy Randt | 16 |
Chi Leung Kwok | 16 |
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