Dan Thelen
Gestionnaire de Portefeuille-Actions chez Ancora Advisors LLC
Provenance du réseau au premier degré de Dan Thelen
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.
371
| Subsidiary | Miscellaneous Commercial Services | 371 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.
210
| Subsidiary | Investment Managers | 210 |
Ancora Advisors LLC
 Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers.
19
| Subsidiary | Investment Managers | 19 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Dan Thelen via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| Bentley University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
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 Undergraduate Degree Undergraduate Degree | |
Ancora Holdings, Inc.
 Ancora Holdings, Inc. Investment ManagersFinance Ancora Holdings, Inc. provides investment management services. The company was founded by Richard Barone in 2001 and is headquartered in Cleveland, OH. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Jennison Associates LLC
 Jennison Associates LLC Investment ManagersFinance Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities and other governmental entities, trusts, registered mutual funds and their investment managers and other financial institutions, individuals (primarily through wrap fee programs), collective and common trusts, private funds, insurance companies, sovereign funds, foreign funds such as UCITs and SICAVs, and other US and international institutions. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Rochester Christian University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
| Boston College | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| George Washington University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
Ancora Family Wealth Advisors LLC
 Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans. | Investment Managers | Director/Board Member Chief Investment Officer Chief Executive Officer | |
| REGIONAL BRANDS INC. | Wholesale Distributors | Chief Executive Officer Director/Board Member Director/Board Member | |
| MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
First Fiduciary Investment Counsel, Inc.
 First Fiduciary Investment Counsel, Inc. Investment ManagersFinance First Fiduciary Investment Counsel, Inc. (First Fiduciary) is an independent registered investment advisor headquartered in Cleveland, Ohio. Founded in 1975, First Fiduciary provides discretionary investment management to individuals, non-profits, public funds, retirement plans, trusts, estates, ESOPs, business entities and others. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Johnson Graduate School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin | |
Ancora Alternatives LLC
 Ancora Alternatives LLC Investment ManagersFinance Ancora Alternatives LLC (Ancora) is a registered investment adviser and hedge fund manager headquartered in Cleveland, Ohio. The firm is a subsidiary of Ancora Holdings Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora provides investment advisor services for high net worth or institutional investors and, other Registered Investment Advisers or family offices. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
| State University of New York at Buffalo | College/University | Undergraduate Degree Undergraduate Degree | |
| Michigan State University | College/University | Undergraduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of New Hampshire | College/University | Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| John Carroll University | College/University | Director/Board Member Undergraduate Degree | |
| University of Rhode Island | College/University | Masters Business Admin Undergraduate Degree | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 49 |
| Israël | 2 |
| Royaume-Uni | 2 |
Sectorielle
| Consumer Services | 31 |
| Finance | 20 |
| Distribution Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 139 |
| Undergraduate Degree | 93 |
| Director/Board Member | 61 |
| Portfolio Manager-Equities | 58 |
| Masters Business Admin | 53 |
Relations les plus connectées
| Insiders | |
|---|---|
| Fred DiSanto | 36 |
| Jim Chadwick | 20 |
| Steven Einstein | 10 |
| Ryan Hummer | 10 |
| John DiDonato | 10 |
| Brian Robert Hopkins | 10 |
| Ian Rhodes | 8 |
| Joe Boehm | 8 |
| Clayton Haynes | 8 |
| David Gerard Sowerby | 7 |
| Dmitri Rabin | 7 |
| Lynne A. Royer | 7 |
| Jeff Anderson | 7 |
| John Pewters Micklitsch | 7 |
| John Reginald Bell | 7 |
- Bourse
- Insiders
- Dan Thelen
- Connexions Sociétés
