Katie Edwards
Portfolio Manager-Equities at Plante Moran Financial Advisors LLC
Network origin in Katie Edwards first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities.
25
| Subsidiary | Investment Managers | 25 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Katie Edwards via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Michigan State University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Western Michigan University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Schwartz Investment Counsel, Inc.
 Schwartz Investment Counsel, Inc. Investment ManagersFinance Schwartz Investment Counsel, Inc. (SIC) is an independent, SEC-registered investment advisor headquartered in Plymouth, Michigan. The firm was founded by George Schwartz in 1980. SIC provides investment advice to individuals, trusts, foundations, investment companies, qualified retirement plans and corporations or other businesses. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| Wayne State University (Michigan) | College/University | Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Central Michigan University | College/University | Undergraduate Degree Undergraduate Degree | |
| Walsh College | College/University | Undergraduate Degree | |
| Augustine Institute | College/University | Graduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal | |
Commonwealth Edison Co.
 Commonwealth Edison Co. Electric UtilitiesUtilities Commonwealth Edison Co. engages in the provision of electric utility services. It focuses on the purchase and regulated retail sale of electricity. It also involves in the transmission and distribution of electricity to retail customers. The company was founded in September 1907 and is headquartered in Chicago, IL. | Electric Utilities | Corporate Officer/Principal | |
AEP Energy, Inc.
 AEP Energy, Inc. Electric UtilitiesUtilities AEP Energy, Inc. retails and supplies natural gas and electricity. It provides to the residential consumers, industrial facilities, and commercial entities. The company was founded by Guy H. Morgan and Aaron D. Rasty in 2002 and is headquartered in Chicago, IL. | Electric Utilities | Corporate Officer/Principal | |
AP Emissions Technologies LLC
 AP Emissions Technologies LLC Auto Parts: OEMProducer Manufacturing AP Emissions Technologies LLC designs, manufactures and markets automotive, light truck, and exhaust and emissions products. It supplies mufflers, exhaust pipes and catalytic converters to commercial and auto service professional products. The firm's brands include ANSA, AP Exhaust, TruckEx, Xlerator, and Silverline. The company was founded in 1927 and is headquartered in Goldsboro, NC. | Auto Parts: OEM | Corporate Officer/Principal | |
MiddleGround Management LP
 MiddleGround Management LP Investment ManagersFinance MiddleGround Management LP (MiddleGround Capital) is a private equity firm founded in 2018 by John Stewart and Lauren Mulholland. The firm is headquartered in Lexington, Kentucky. | Investment Managers | Private Equity Investor | |
Armanino LLP
 Armanino LLP Miscellaneous Commercial ServicesCommercial Services Armanino LLP provides marketing agency services. Its services include brand and marketing, public relations, internal communications, website and application development, video production, crisis communications, and events. The company was founded by Vintage Foster and is headquartered in San Ramon, Canada. | Miscellaneous Commercial Services | Private Equity Investor | |
| The Citadel, The Military College of South Carolina | College/University | Undergraduate Degree | |
| Northern Michigan University | College/University | Undergraduate Degree | |
| Stephen M. Ross School of Business | College/University | Undergraduate Degree | |
| Hillsdale College | College/University | Undergraduate Degree | |
| Kalamazoo College | College/University | Undergraduate Degree | |
| Oakland University (Michigan) | College/University | Undergraduate Degree | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
| Rollins College (Florida) | College/University | Masters Business Admin | |
Yousif Capital Management LLC
 Yousif Capital Management LLC Investment ManagersFinance Yousif Capital Management LLC (YCM) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Kevin K. Yousif in 2021. YCM offers their investment management services to institutional clients only. They manage those client assets inside of separately managed funds where the client alone owns the assets or in commingled funds when they sub-advice on collective funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Director of Research - Fxd Inc | |
Rocket Mortgage LLC
 Rocket Mortgage LLC Finance/Rental/LeasingFinance Rocket Mortgage LLC provides retail mortgage lending services. It offers fixed and adjustable rate loans, refinancing, reverse mortgage, and federal and veteran housing plans. The company was founded by Dan Gilbert in 1985 and is headquartered in Plymouth, MI. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Grand Valley State University (Michigan) | College/University | Undergraduate Degree |
Statistics
International
| United States | 31 |
Sectoral
| Consumer Services | 17 |
| Finance | 11 |
| Utilities | 3 |
| Producer Manufacturing | 2 |
| Commercial Services | 2 |
Operational
| Undergraduate Degree | 23 |
| Portfolio Manager-Equities | 15 |
| Analyst-Equity | 12 |
| Corporate Officer/Principal | 12 |
| Analyst-Fixed Income | 5 |
Most connected contacts
| Insiders | |
|---|---|
| Josh Skelly | 7 |
| Eric Dahlberg | 6 |
| Brad A. Filips | 6 |
| Sean C. Gaffney | 4 |
| James T. Peregoy | 3 |
| Diane Louise Prenger | 3 |
| John Lesser | 3 |
| Ray Celaya | 2 |
| Mark Corombos | 2 |
| Shawn Riley | 2 |
| Eric Bowers | 2 |
| Adam Broka | 2 |
| Jim Baird | 2 |
| David Drogheo | 2 |
| Tricia Newcomb | 2 |
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