Sloane Waller Payne
Directeur des opérations chez WCM Investment Management LLC
Provenance du réseau au premier degré de Sloane Waller Payne
Entité | Type d'entité | Industrie | |
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Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.
349
| College/University | Other Consumer Services | 349 |
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.
48
| Subsidiary | Investment Managers | 48 |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
12
| Subsidiary | Investment Managers | 12 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Sloane Waller Payne via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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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 Analyst-Equity | |
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
PROCTER & GAMBLE COMPANY | Household/Personal Care | Corporate Officer/Principal Corporate Officer/Principal | |
Thornburg Investment Management, Inc.
Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
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 | Analyst-Equity Portfolio Manager-Equities | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
NBC Internet, Inc.
NBC Internet, Inc. Internet Software/ServicesTechnology Services NBC Internet, Inc. provides integration, multimedia and entertainment via the Internet services. It portfolio of services included Information, Entertainment, Utility, E-commerce and Advertising Services. The company was founded in 1999 and is headquartered in San Francisco, CA. | Internet Software/Services | Sales & Marketing | |
BCP Securities LLC
BCP Securities LLC Investment Banks/BrokersFinance Founded in 1989, BCP Securities LLC is a fully licensed U.S. investment bank that offers a select range of high-quality investment banking services, with a focus on emerging markets. The firm is registered with the SEC, FINRA, the Accounting and Corporate Regulatory Authority (ACRA) of Singapore, and the Comisión Nacional del Mercado de Valores (CNMV) of Spain. BCP provides fixed-income research on Latin American and Eastern European Markets. The macroeconomic research includes medium- and long-term forecasting of foreign exchange and economic activity. They provide in-depth credit analysis and coverage of corporate issuers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Corporate Officer/Principal | |
Standard New York Securities, Inc.
Standard New York Securities, Inc. Investment Banks/BrokersFinance Standard New York Securities, Inc. is a broker/dealer headquartered in New York City. They are a subsidiary of Standard Bank Group Ltd. (JSE: SBK), a South African financial services group. The firm was founded in 1993 and facilitates trade and investment flows between the Americas and developing economies including Africa, Asia, Central and Eastern Europe, the Middle East and Latin America. . | Investment Banks/Brokers | Corporate Officer/Principal | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Bebo, Inc.
Bebo, Inc. Internet Software/ServicesTechnology Services Bebo, Inc. provides online social networking services. The firm enables members to connect friends, share photos and discover interests. The company was founded by Michael Birch and Xochi Birch in January 2005 and is headquartered in San Francisco, CA. | Internet Software/Services | Sales & Marketing | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
Stanford University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Duke University Health System, Inc.
Duke University Health System, Inc. Medical/Nursing ServicesHealth Services Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC. | Medical/Nursing Services | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
United States Navy (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Kenan-Flagler Business School | College/University | Consultant / Advisor Masters Business Admin | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Dickinson College | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin | |
Joseph H Lauder Institute of Management & International | College/University | Undergraduate Degree Graduate Degree | |
St. Louis University | College/University | Undergraduate Degree 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 | Masters Business Admin Graduate Degree | |
The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Intuit Mint Bills, Inc.
Intuit Mint Bills, Inc. Packaged SoftwareTechnology Services Intuit Mint Bills, Inc. develops a mobile application that provides personal finance management service and bill pay services. It offers the ‘Personal Assistant’ application that enables tracking of personal finances, travel, bills, cell phone minutes, and shopping. The company was founded by Guy Goldstein in 2007 and is headquartered in Palo Alto, CA. | Packaged Software | Chief Operating Officer | |
CRV LLC
CRV LLC Investment ManagersFinance Charles River Ventures, Inc. is a venture capital firm founded in 1970. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Private Equity Investor | |
Princeton University | College/University | Undergraduate Degree | |
Offit Capital Advisors LLC
Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Investment Managers | Investment Committee Member | |
Drexel University | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 48 |
Espagne | 2 |
Sectorielle
Finance | 23 |
Consumer Services | 20 |
Technology Services | 4 |
Consumer Non-Durables | 2 |
Commercial Services | 2 |
Opérationnelle
Director/Board Member | 182 |
Corporate Officer/Principal | 155 |
Undergraduate Degree | 100 |
Analyst-Equity | 59 |
Portfolio Manager-Equities | 52 |
Relations les plus connectées
Insiders | |
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Tom Finke | 32 |
Lawrence D. Lenihan | 31 |
Suhail Nathani | 27 |
Clinton E. Carnell | 19 |
Josh Felser | 19 |
James Walter Glasheen | 18 |
Susan Cates | 17 |
Jim Scheinman | 17 |
J. Milner | 16 |
Aaron Enrico | 16 |
Court Lorenzini | 16 |
David K. Robb | 16 |
Laurence Bodner | 15 |
David E. Fife | 15 |
Joseph Consolino | 15 |
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