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Network origin in Michelle Rose Ward first degree
Entity | Entity type | Industry | |
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Morningstar Investment Management LLC
![]() Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.
10
| Subsidiary | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michelle Rose Ward via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
EDUCATIONAL DEVELOPMENT CORPORATION | Publishing: Books/Magazines | Director/Board Member | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity | |
Van Kampen Advisors, Inc. | Corporate Officer/Principal | ||
University of Notre Dame | College/University | Masters Business Admin | |
Olive Street Investment Advisers LLC
![]() Olive Street Investment Advisers LLC Investment ManagersFinance Olive Street Investment Advisers LLC (OSIA) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm is a subsidiary of The Jones Financial Cos. LLLP. OSIA provides investment advisory services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Russell Investments Ltd.
![]() Russell Investments Ltd. Investment ManagersFinance Russell Investments Ltd. (RIL) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of Russell Investments Systems Ltd., itself a subsidiary of Russell Investment Management LLC in the US. RIL provides investment management and investment consulting services for institutions, financial advisors, and individual investors. | Investment Managers | Corporate Officer/Principal | |
Thesis Asset Management Ltd.
![]() Thesis Asset Management Ltd. Investment ManagersFinance Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Thesis Holdings Ltd., ultimately owned by Regit Topco Ltd. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management. | Investment Managers | Analyst-Equity | |
University of Cambridge | College/University | Graduate Degree | |
Lane Clark & Peacock LLP
![]() Lane Clark & Peacock LLP Financial ConglomeratesFinance Lane Clark & Peacock LLP specializes in actuarial business consulting services. The firm offers pensions, benefits, insurance, energy analytics, technology and innovation services. The company was founded in 1947 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Corporate Officer/Principal | |
MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Benedictine University | College/University | Undergraduate Degree | |
DePaul University | College/University | Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
Lake Forest College | College/University | Corporate Officer/Principal | |
Seattle University | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
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 | Undergraduate Degree | |
University of Bocconi | College/University | Graduate Degree | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
UBS Investment Bank (US)
![]() UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morningstar Investment Management Europe Ltd.
![]() Morningstar Investment Management Europe Ltd. Investment ManagersFinance Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Morningstar Investment Management Australia Ltd.
![]() Morningstar Investment Management Australia Ltd. Investment ManagersFinance Morningstar Investment Management Australia Ltd. (Morningstar Australia) is the wholly-owned, Australian multi-management subsidiary of Ibbotson Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. The firm was founded in 1977 by Roger Ibbotson as Intech. They were acquired by Morningstar and were renamed Ibbotson Associates Australia Ltd. in 2010. In 2016, the firm changed their name to Morningstar Investment Management Australia Ltd. Headquartered in Barangaroo, Morningstar Australia provides investment management and consulting services to institutions, advisers and individual investors. | Investment Managers | Chief Investment Officer | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Henry B. Tippie College of Business | College/University | Undergraduate Degree | |
Amp Capital Ltd.
![]() Amp Capital Ltd. Investment ManagersFinance Amp Capital Ltd. is an investment manager with over $129.50 billion USD in assets under management as of June 2020. Amp Capital is based in Sydney, Australia. The Australian company has a strong background in infrastructure and real estate, as well as experience in fixed income, equities, and multi-asset solutions. Amp Capital has been investing in infrastructure since 1988 and has been ranked in the top 10 infrastructure managers. The private company is owned by AMP Limited, one of Australia's largest retail and corporate pension providers. Marsha Beck has been the CEO of the company since 2015. | Investment Managers | Corporate Officer/Principal | |
Zenith Sterling Advisers LLC
![]() Zenith Sterling Advisers LLC Investment ManagersFinance Zenith Sterling Advisers LLC provides investment advisory services. The private company is based in Bloomington, IL. | Investment Managers | Chief Investment Officer |
Statistics
International
United States | 25 |
United Kingdom | 6 |
Australia | 3 |
Italy | 2 |
Sectoral
Finance | 18 |
Consumer Services | 15 |
Operational
Corporate Officer/Principal | 14 |
Portfolio Manager-Equities | 13 |
Undergraduate Degree | 7 |
Masters Business Admin | 6 |
Chief Investment Officer | 4 |
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