Michael Merriam
Portfolio Manager-Equities at U.S. Bank NA (Cincinnati Ohio Investment Management)
Network origin in Michael Merriam first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.
52
| Operating Division | Investment Managers | 52 |
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.
31
| College/University | Other Consumer Services | 31 |
St. Olaf College
16
| College/University | Other Consumer Services | 16 |
Piper Sandler & Co.
 Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.
12
| Subsidiary | Investment Banks/Brokers | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael Merriam via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
| US BANCORP | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Jensen Investment Management, Inc.
 Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Investment Managers | Analyst-Equity | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Okabena Investment Services, Inc.
 Okabena Investment Services, Inc. Investment ManagersFinance Okabena Investment Services, Inc. (OIS) is a SEC-registered investment advisor and multi-family office headquartered in Minneapolis, Minnesota. The firm is a wholly owned subsidiary of Okabena Co. (OC), a family office which was founded in 1967 to provide a variety of financial services to the founding family. OC created OIS in 1994 to house its investment function going forward. OIS offers investment advisory services to tax-exempt organizations such as charities, foundations and endowments as well as to other high-net worth families and individuals. The firm also serves as the sponsor, manager, and discretionary investment adviser to private investment funds (OIS Private Funds). | Investment Managers | Analyst-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Corporate Officer/Principal | |
Associated Investment Services, Inc.
 Associated Investment Services, Inc. Investment Banks/BrokersFinance Part of Associated Banc-Corp, Associated Investment Services, Inc. is a company based in Green Bay, WI. The CEOs of the company are William K. Curtis, David Kuipers. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Undergraduate Degree | |
Needham & Co. LLC
 Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Analyst-Equity | |
Stonebridge Capital Advisors LLC
 Stonebridge Capital Advisors LLC Investment ManagersFinance Stonebridge Capital Advisors LLC (Stonebridge) is an independent, SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1997 by Robert Kincade, Dennis Hippen and Heidi Hukriede. Stonebridge provides advisory services to high net-worth individuals, families, trusts, estates, endowments, foundations, retirement plans, insurance companies, non-profit organizations, corporations and third-party asset management and advisory solutions. | Investment Managers | Chief Investment Officer Founder | |
B. Riley Wealth Management, Inc.
 B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Analyst-Equity | |
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 | |
Feltl & Co.
 Feltl & Co. Investment Banks/BrokersFinance Feltl & Co. is a securities brokerage and investment banking firm located in Minneapolis, Minnesota. They focus on emerging growth companies, primarily located in the Upper Midwest. They are comprised of two major business lines: the private client group serves individual investors, providing advice on stocks, the equity capital markets group encompasses corporate finance, equity research, institutional equity sales, and equity trading. They are a member of the NASD. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
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 | Doctorate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
Northland Securities, Inc.
 Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Northern Iowa | College/University | Masters Business Admin Undergraduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Bond University | College/University | Graduate Degree Graduate Degree | |
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 Analyst-Equity | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
| Gustavus Adolphus College | College/University | Undergraduate Degree Undergraduate Degree | |
| Eastern Washington University | College/University | Masters Business Admin Masters Business Admin | |
National Association of Corporate Directors (Virginia)
 National Association of Corporate Directors (Virginia) Miscellaneous Commercial ServicesCommercial Services National Association of Corporate Directors provides online and print information services to directors of public companies. It offers in-boardroom education, evaluation, governance reviews, board composition and succession planning, board recruitment, ongoing advisory, insights, and analytics services. The company was founded in 1977 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
North Sky Capital LLC
 North Sky Capital LLC Investment ManagersFinance North Sky Capital LLC (North Sky Capital) is a private equity firm. The firm is headquartered in Wayzata, Minnesota. | Investment Managers | Investment Committee Member Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Bowling Green State University | College/University | Undergraduate Degree | |
| QUAD/GRAPHICS, INC. | Commercial Printing/Forms | Corporate Officer/Principal | |
| Grinnell College | College/University | Undergraduate Degree | |
| Linfield College | College/University | Undergraduate Degree | |
| University of Sofia | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
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 | Compliance Officer | |
| The University of Colorado | College/University | Undergraduate Degree | |
| University of North Dakota | College/University | Undergraduate Degree |
Statistics
International
| United States | 44 |
| Australia | 2 |
| Bulgaria | 2 |
Sectoral
| Finance | 24 |
| Consumer Services | 19 |
| Commercial Services | 4 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 102 |
| Undergraduate Degree | 89 |
| Portfolio Manager-Equities | 66 |
| Director/Board Member | 44 |
| Analyst-Equity | 36 |
Most connected contacts
| Insiders | |
|---|---|
| Josh Baltzell | 19 |
| Theresa Wise | 17 |
| Daniel James Donoghue | 14 |
| Peter McClung | 14 |
| Michael Roy Murphy | 10 |
| Bob Schnell | 8 |
| Tom Villalta | 8 |
| Tien Kay Chan | 8 |
| Lousene Hoppe | 8 |
| William Bruss | 8 |
| Judith A. Ryan | 8 |
| Mark S. Jordahl | 7 |
| Jeff Paul Klinefelter | 7 |
| Ryan MacDonald | 7 |
| Jeffrey Zipper | 7 |
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