Kurt Edwin Carlson
Portfolio Manager-Equities at Robert W. Baird & Co., Inc. (Equity)
Network origin in Kurt Edwin Carlson first degree
Entity | Entity type | Industry | |
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Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc.
18
| Operating Division | Investment Managers | 18 |
Hefren-Tillotson, Inc.
Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals.
9
| Extinct | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kurt Edwin Carlson via their personal network
Company | Sector | Related people | Main position |
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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 | Corporate Officer/Principal | |
Mason Street Advisors LLC
Mason Street Advisors LLC Investment ManagersFinance Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client. | Investment Managers | Analyst-Equity | |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Director of Research - Equity Analyst-Equity Analyst-Equity | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Chief Executive Officer Analyst-Equity Director of Research - Equity Corporate Officer/Principal Director of Research - Fxd Inc Analyst-Equity | |
University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Grove City College | College/University | Undergraduate Degree Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Allegheny College | College/University | Director/Board Member Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Masters Business Admin | |
Marquette University | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Pittsburgh CLO | Director/Board Member | ||
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal | |
NWD Investment Management, Inc.
NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Investment Managers | Corporate Officer/Principal | |
Dollar Bank, A Federal Savings Bank
Dollar Bank, A Federal Savings Bank Savings BanksFinance Dollar Bank provides banking services. It offers cash management, business financing, real estate lending, leasing and private banking services. The company was founded in 1855 by Charles Colton and is headquartered in Pittsburgh, PA. | Savings Banks | Director/Board Member | |
The Pittsburgh Foundation
The Pittsburgh Foundation Miscellaneous Commercial ServicesCommercial Services The Pittsburgh Foundation provides support to programs that improve the quality of life in the areas of education, arts, children, families & youth, healthcare and economic development. The foundation evaluates and addressescommunity issues, promoting responsible philanthropy and connecting donors to the needs of the community. The foundation was established in 1945 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Director/Board Member | |
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 | |
United Way of Greater Milwaukee & Waukesha County, Inc.
United Way of Greater Milwaukee & Waukesha County, Inc. Hospital/Nursing ManagementHealth Services United Way of Greater Milwaukee & Waukesha County, Inc. provides healthcare service. It helps people in need by providing them safe place to live and work by improving its community by mobilizing people and resources to drive strategic impact in education, income and health. The company was founded in 1887 and is headquartered in Milwaukee, WI. | Hospital/Nursing Management | Director/Board Member | |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Investment Managers | Chief Executive Officer | |
Allegheny Conference on Community Development
Allegheny Conference on Community Development Miscellaneous Commercial ServicesCommercial Services Allegheny Conference on Community Development operates as economic and community development organizations, which combines private sector leadership with commitment from public sector partners. The company was founded in 1944 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Director/Board Member | |
Wisconsin Manufacturers & Commerce
Wisconsin Manufacturers & Commerce Miscellaneous Commercial ServicesCommercial Services Wisconsin Manufacturers & Commerce operates as the state's chamber of commerce. The company was founded in 1911 and is headquartered in Madison, WI. | Miscellaneous Commercial Services | Director/Board Member | |
The Buhl Foundation
The Buhl Foundation Investment Trusts/Mutual FundsMiscellaneous The Buhl Foundation functions as a foundation. The non-profit company is based in Pittsburgh, PA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member | |
UPMC Cancer Institute
UPMC Cancer Institute Medical/Nursing ServicesHealth Services UPMC Cancer Institute provides health care and insurance services. The company was founded in 1985 and is headquartered in Pittsburgh, PA. | Medical/Nursing Services | Corporate Officer/Principal | |
Saint Joseph's University Haub School of Business | College/University | Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
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 | |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Detroit Mercy | College/University | Graduate Degree | |
Securities Industry Institute | College/University | Corporate Officer/Principal | |
La Roche University | College/University | Undergraduate Degree | |
Joseph M. Katz Graduate School of Business | College/University | Masters Business Admin | |
Brooklyn College | College/University | Graduate Degree | |
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
EQGP Services LLC | Miscellaneous | Director/Board Member | |
EQGP HOLDINGS LP | Oil & Gas Pipelines | Director/Board Member | |
Scout Investments, Inc.
Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Investment Managers | Sales & Marketing | |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
The TCW Group, Inc.
The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
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 |
Statistics
International
United States | 47 |
Spain | 2 |
Sectoral
Consumer Services | 20 |
Finance | 18 |
Commercial Services | 6 |
Health Services | 3 |
Miscellaneous | 3 |
Operational
Corporate Officer/Principal | 29 |
Undergraduate Degree | 26 |
Analyst-Equity | 23 |
Portfolio Manager-Equities | 22 |
Director/Board Member | 16 |
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