Tom Dugan
Analyst-Equity at Confluence Investment Management LLC
Network origin in Tom Dugan first degree
Entity | Entity type | Industry | |
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Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients.
21
| Private Company | Investment Managers | 21 |
Gallatin Asset Management, Inc.
Gallatin Asset Management, Inc. Investment ManagersFinance Founded in 1994, Gallatin Asset Management is an investment advisor firm located in St. Louis, Missouri. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE).
12
| Extinct | Investment Managers | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tom Dugan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
St. Louis University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Washington University in St. Louis | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Portfolio Manager-Equities Market Strategist | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin | |
FRANKLIN STREET PROPERTIES CORP. | Real Estate Investment Trusts | Director/Board Member | |
Kellogg School of Management | College/University | Masters Business Admin | |
DePaul University | College/University | Undergraduate Degree | |
County of St. Louis (Missouri) | Province/State | Corporate Officer/Principal | |
Archdiocese of St Louis
Archdiocese of St Louis Miscellaneous Commercial ServicesCommercial Services Archdiocese of St. Louis provides catholic education services. It strives to fulfill Baptismal calling by prayer and worship, teaching and sharing faith, serving others, and fostering unity in diversity. The company is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. Investment ManagersFinance Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA). | Investment Managers | Market Strategist | |
IPR International LLC
IPR International LLC Data Processing ServicesTechnology Services IPR International, Inc. provides infrastructure as a service solutions. It offers disaster recovery, colocation sites, cloud, hosted and managed services, and data centers. The company was founded by Michael J. Emmi in 2002 and is headquartered Wayne, PA. | Data Processing Services | Corporate Officer/Principal | |
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 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 | |
Vanderbilt University | College/University | Undergraduate Degree | |
Rock Springs Capital Management LP
Rock Springs Capital Management LP Investment ManagersFinance Rock Springs Capital Management LP (Rock Springs) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Baltimore, Maryland. The firm was founded in 2013 by Graham McPhail, Kris Jenner, and Gordon Margraf (Mark) Bussard. Rock Springs provides discretionary investment advice to private investment funds organized as domestic or foreign private pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Corporate Officer/Principal | |
Deloitte & Touche LLP UK
Deloitte & Touche LLP UK Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche LLP UK provides financial advisory and accounting services. The company is based in Edinburgh, UK. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Nebraska | College/University | Masters Business Admin | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
University of Mississippi | College/University | Undergraduate Degree | |
A.B. Freeman School of Business | College/University | Masters Business Admin | |
Arizona State University | College/University | Masters Business Admin | |
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 | |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Analyst-Equity | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
Koch Industries, Inc.
Koch Industries, Inc. Oil Refining/MarketingEnergy Minerals Koch Industries, Inc. engages in the manufacture and trade of chemical products. It operates in variety of industries such as polymers and fibers, fertilizers, electronics, automotive components, forest and consumer products, minerals, glass, process and pollution control systems, refining and biofuels, commodity trading, investments, and ranching. The company was founded by Frederick Chase Koch in 1940 and is headquartered in Wichita, KS. | Oil Refining/Marketing | Corporate Officer/Principal | |
University of California | College/University | Corporate Officer/Principal | |
John Carroll University | College/University | Masters Business Admin | |
Grand Center, Inc.
Grand Center, Inc. Movies/EntertainmentConsumer Services Grand Center, Inc. promotes and fosters the performing arts in the St. Louis area. It coordinates, advocate and catalyst for the Grand Center District. The company was founded in 1981 and is headquartered in St. Louis, MO. | Movies/Entertainment | Director/Board Member | |
The Renaissance Group LLC
The Renaissance Group LLC Investment ManagersFinance The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies. | Investment Managers | Corporate Officer/Principal | |
Charter National Life Insurance Co.
Charter National Life Insurance Co. Property/Casualty InsuranceFinance Part of The Allstate Corp., Charter National Life Insurance Co. provides personal, property, and casualty insurance. Charter National Life Insurance was acquired by The Allstate Corp. from Jefferies Financial Group, Inc. on July 06, 1999. | Property/Casualty Insurance | Corporate Officer/Principal | |
Malone College | College/University | Undergraduate Degree | |
Avila University | College/University | Undergraduate Degree |
Statistics
International
United States | 50 |
United Kingdom | 2 |
Sectoral
Finance | 23 |
Consumer Services | 20 |
Commercial Services | 5 |
Government | 2 |
Technology Services | 2 |
Operational
Portfolio Manager-Equities | 37 |
Corporate Officer/Principal | 33 |
Undergraduate Degree | 26 |
Analyst-Equity | 19 |
Masters Business Admin | 17 |
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