Network origin in Steve Tagarov first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
28
| Subsidiary | Investment Managers | 28 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Tagarov via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Founder Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | President Portfolio Manager-Equities President Chief Investment Officer | |
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 | Chief Executive Officer Founder Analyst-Fixed Income Corporate Officer/Principal | |
| Indiana University | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
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 Chief Investment Officer | |
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 Chief Investment Officer | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin | |
| University of Notre Dame | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Monmouth College | College/University | Undergraduate Degree 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 Cambridge | College/University | Graduate Degree | |
| EDHEC Business School (United Kingdom) | College/University | Doctorate Degree | |
| University of Oklahoma | College/University | Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Analyst-Equity | |
| University of California, Berkeley | College/University | Graduate Degree | |
| The University of Sydney | College/University | Undergraduate Degree | |
Ibbotson Pty Ltd.
 Ibbotson Pty Ltd. Investment ManagersFinance Ibbotson Pty Ltd. provides asset management services. The company is headquartered in Sydney, Australia. | Investment Managers | Chief Investment Officer | |
| University of Delhi | College/University | Masters Business Admin | |
Morningstar Funds Trust
 Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree | |
| Wellesley College | College/University | Undergraduate 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 | |
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 | |
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 | |
| University of Bocconi | College/University | Graduate Degree | |
| Panjab University Chandigarh | College/University | Undergraduate Degree | |
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 | |
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 | |
| Seattle University | College/University | Undergraduate Degree | |
UBS O'Connor LLC
 UBS O'Connor LLC Investment ManagersFinance UBS O'Connor LLC is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of UBS Asset Management (Americas) Inc., ultimately owned by UBS Group AG (SIX, NYSE: UBS) in Switzerland. UBS O'Connor primarily provides discretionary and non-discretionary investment advisory services to various types of pooled investment vehicles, (which may or may not be exempt from registration), pension or profit-sharing plans, and institutional separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
| University College Dublin | College/University | Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree | |
| EDUCATIONAL DEVELOPMENT CORPORATION | Publishing: Books/Magazines | Director/Board Member | |
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 | |
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 | |
| Henry B. Tippie College of Business | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate 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 | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Portfolio Manager-Equities | |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PitchBook Data, Inc.
 PitchBook Data, Inc. Internet Software/ServicesTechnology Services PitchBook Data, Inc. provides data, news, and analysis to the private equity industries. The firm?s products include pitchbook desktop, pitchbook mobile, excel plugin, direct Data, CRM integration, chrome extension, institutional research group and product releases. It also offers solutions like private market Intel, fundraising, deal sourcing, due diligence, business development, networking and deal execution. The company was founded by John R. Gabbert in 2007 and is headquartered in Seattle, WA. | Internet Software/Services | Director/Board Member | |
Morningstar Commodity Data, Inc.
 Morningstar Commodity Data, Inc. Packaged SoftwareTechnology Services Morningstar Commodity Data, Inc. develops software for price analysis, equity, bond, and commodity research. It offers Morningstar Markets Commodities Edition which offers clients a complete web-based solution for real-time and historical fundamental and exchange data and Workflow Manager, an automated calculation engine. The company was founded by Anthony D. Kolton in 1988 and is headquartered in Chicago, IL. | Packaged Software | President |
Statistics
International
| United States | 36 |
| United Kingdom | 8 |
| Australia | 4 |
| India | 3 |
| Japan | 2 |
Sectoral
| Consumer Services | 27 |
| Finance | 20 |
| Technology Services | 4 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
Operational
| Portfolio Manager-Equities | 36 |
| Corporate Officer/Principal | 24 |
| Undergraduate Degree | 24 |
| Director/Board Member | 18 |
| Masters Business Admin | 15 |
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