Network origin in Tad Donnan first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
70
| Operating Division | Investment Managers | 70 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tad Donnan 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 | |
The Stephens Group LLC
The Stephens Group LLC Investment ManagersFinance The Stephens Group LLC (Stephens Group) is an independent Private Equity firm founded in 2006 by W. R. Stephens and Elizabeth Stephens Campbell. The firm is headquartered in Little Rock, Arkansas. | Investment Managers | Private Equity Investor | |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity | |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | 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 | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Washington State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Seattle University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Western Washington University | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree | |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Director/Board Member Chief Executive Officer | |
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 | Chairman Director/Board Member | |
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 | Analyst-Equity | |
Thiel College | College/University | Undergraduate Degree | |
University of San Diego | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree | |
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 | Doctorate Degree | |
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 | Corporate Officer/Principal | |
Seattle Tennis Club
Seattle Tennis Club Movies/EntertainmentConsumer Services Seattle Tennis Club operates as a tennis club. It offers tournaments and banquet. The company is headquartered in Seattle, WA. | Movies/Entertainment | Director/Board Member | |
Hartwick College | College/University | Undergraduate Degree | |
Feinberg School of Medicine | College/University | Corporate Officer/Principal | |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal | |
Oberlin College | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Embry-Riddle Aeronautical University | College/University | Undergraduate Degree | |
BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Private Equity Analyst | |
Goldner Hawn Johnson & Morrison, Inc.
Goldner Hawn Johnson & Morrison, Inc. Investment ManagersFinance Goldner Hawn Johnson & Morrison Inc. (Goldner Hawn Johnson) is a private equity firm is founded by Van Zandt Hawn, Timothy Daniel Johnson, John Lewis Morrison, and Michael Goldner in 1989. The firm is headquarter in Minneapolis, Minnesota. | Investment Managers | Private Equity Analyst | |
The Neeley School of Business | College/University | Undergraduate Degree | |
CCC Advisors LLC
CCC Advisors LLC Investment ManagersFinance CCC Advisors LLC (Cotton Creek Capital) is a private equity firm founded in 2006. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Analyst | |
Pacific Lutheran University | College/University | Undergraduate Degree | |
Oregon State University | College/University | Undergraduate Degree | |
Portland State University | College/University | Masters Business Admin | |
University of Oregon | College/University | Undergraduate Degree | |
Lewis & Clark College (Oregon) | College/University | Undergraduate Degree | |
George Washington University | College/University | Graduate Degree | |
Metropolitan State University of Denver | College/University | Undergraduate Degree |
Statistics
International
United States | 48 |
Canada | 2 |
Sectoral
Consumer Services | 27 |
Finance | 20 |
Health Technology | 2 |
Health Services | 2 |
Miscellaneous | 2 |
Operational
Portfolio Manager-Equities | 64 |
Undergraduate Degree | 62 |
Corporate Officer/Principal | 58 |
Director/Board Member | 20 |
Graduate Degree | 12 |
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