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Sunil Swami
Chief Investment Officer at Alerus Financial, NA (Private Banking)
Network origin in Sunil Swami first degree
Entity | Entity type | Industry | |
---|---|---|---|
Alerus Investment Advisors Corp.
![]() Alerus Investment Advisors Corp. Investment ManagersFinance Founded in 1933, Alerus Investment Advisors Corp. is a registered investment advisor located in Minnetonka, Minnesota. The firm is a subsidiary of Alerus Financial NA and their ultimate parent is Alerus Financial Corp. They serve high net-worth individuals and small- to mid-sized institutions.
7
| Extinct | Investment Managers | 7 |
Alerus Financial, NA (Private Banking)
6
| Operating Division | Investment Managers | 6 |
Alerus Financial, NA
![]() Alerus Financial, NA Major BanksFinance Alerus Financial, NA provides banking, wealth management products and services. It manages portfolios for individuals and institutions. The firm offers checking and savings accounts, investments, loans and credits, mortgages, insurance, trust and estate planning services. The company was founded in 1879 and is headquartered in Grand Forks, ND.
3
| Subsidiary | Major Banks | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sunil Swami via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
IBM | Packaged Software | Corporate Officer/Principal | |
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
University of Nebraska | College/University | Doctorate Degree | |
Aristotle Fund LP
![]() Aristotle Fund LP Investment Trusts/Mutual FundsMiscellaneous Aristotle Fund LP is an investment advisor firm located in Hollis Center, Maine. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Folio Dynamics, Inc.
![]() Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ. | Packaged Software | Chief Investment Officer | |
ALERUS FINANCIAL CORPORATION | Major Banks | Director/Board Member Chief Tech/Sci/R&D Officer | |
Colliers Securities LLC
![]() Colliers Securities LLC Investment Banks/BrokersFinance Colliers Securities LLC is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ; TSX: CIGI) in Canada. Colliers Securities generally provides brokerage, custody and execution services through a clearing arrangement with National Financial Services LLC, a nonaffiliated firm, member NYSE, SIPC and a Fidelity Investments® Company. | Investment Banks/Brokers | Analyst-Equity | |
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity | |
Minnesota State University-Mankato | College/University | Undergraduate Degree | |
St. Cloud State University | College/University | Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree | |
University of North Dakota | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Altru Health System
![]() Altru Health System Medical/Nursing ServicesHealth Services Altru Health System provides healthcare services. The company operates healthcare centers for surgical, ear, nose, throat, cancer, cardiovascular, women's health, and rehabilitation services. It has offices in North Dakota and Minnesota. Altru Health System was founded in July 1997 and is headquartered in Grand Forks, ND. | Medical/Nursing Services | Corporate Officer/Principal | |
Federal Home Loan Bank of Des Moines
![]() Federal Home Loan Bank of Des Moines Regional BanksFinance Federal Home Loan Bank of Des Moines engages in the provision of collateralized loans. Its products and services include overnight advances, fixed rate advances, variable rate advances, callable advances, and community investment advances. The company was founded on October 31, 1932 and is headquartered in Des Moines, IA. | Regional Banks | Chairman | |
Federal Reserve Bank of Minneapolis | General Government | Director/Board Member | |
University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
National Association of Corporate Directors
![]() National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Big Shoulders Fund
![]() The Big Shoulders Fund Miscellaneous Commercial ServicesCommercial Services The Big Shoulders Fund provides financial services. The company was founded by James J. O'Connor, Joseph Cardinal Bernardin and Fred O'Connor in 1986 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
Events Center Commission
![]() Events Center Commission Movies/EntertainmentConsumer Services Events Center Commission provides leadership that enables the alerus center to be beneficial to the regional economy, responsive to patrons, and accountable to Grand Forks taxpayers.The company is headquartered in Grand Forks, ND. | Movies/Entertainment | Chairman | |
UND Center for Innovation Foundation | Director/Board Member | ||
Grand Forks Chamber of Commerce
![]() Grand Forks Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Grand Forks Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and collaborate. The Chamber of Commerce is based in Grand Forks, ND. | Miscellaneous Commercial Services | Chairman | |
Community Foundation of Grand Forks | Director/Board Member | ||
Grand Forks Region Economic Development Corp. (North Dakota) | General Government | Director/Board Member | |
North Dakota Bankers Association
![]() North Dakota Bankers Association Miscellaneous Commercial ServicesCommercial Services The North Dakota Bankers Association is an organization that is committed to supporting the success of banks. The non-profit company is based in Bismarck, ND. The company strives to provide extraordinary leadership for North Dakota banks by actively listening, seeking new ideas and solutions, and serving as a helpful resource. The association places a strong emphasis on education and relies on an active and involved membership to achieve its goals. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Jeffrey Slocum & Associates, Inc.
![]() Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal | |
Surveyor Capital Ltd.
![]() Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Analyst-Equity | |
Gradient Investments LLC
![]() Gradient Investments LLC Investment ManagersFinance Gradient Investments LLC (GI) is an independent, privately-owned, fee-based, SEC registered investment advisor headquartered in Arden Hills, Minnesota. The firm was founded by Charles E. Lucius in 2006. GI provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
The Bank Holding Co. Association | Director/Board Member | ||
The Stephenson National Bank & Trust (Invt Mgmt)
![]() The Stephenson National Bank & Trust (Invt Mgmt) Investment ManagersFinance The Stephenson National Bank & Trust (Invt Mgmt) (SNBT-IM) is the investment management division of The Stephenson National Bank & Trust, an investment bank headquartered in Marinette, Wisconsin. SNBT-IM provides retirement, investment and trusts and estates services to various types of clients. | Investment Managers | Chief Investment Officer |
Statistics
International
United States | 32 |
Sectoral
Finance | 12 |
Consumer Services | 8 |
Commercial Services | 5 |
Technology Services | 3 |
Government | 3 |
Operational
Analyst-Equity | 14 |
Portfolio Manager-Equities | 11 |
Corporate Officer/Principal | 8 |
Undergraduate Degree | 8 |
Director/Board Member | 8 |
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