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William Blair & Company ("William Blair") is an American multinational independent investment bank and financial services company focusing on investment banking, investment management, and private wealth management. [3] The firm currently reports $17 billion of reportable assets and 1,700 open positions. [4]
In 2014, Ziegler became a private held firm. [3] In the same year, Ziegler and Link-age Ventures launched a $26.6 million Ziegler Link-age Longevity Fund that would focus on companies providing healthcare to the aging market. [6] In 2018, Ziegler sold its wealth management business to Stifel to focus more on intuitional offerings. [5]
Calamos began as a boutique investment manager in the 1970s, developing strategies designed to maximize the potential of convertible securities to generate excess returns and manage risk. Founder John Calamos notes that the modern convertible bond market developed side-by-side with the options market, and together they presented an opportunity ...
Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.
The firm was founded in 1971 by Oliver Fox-Pitt and Robin Kelton, with assistance from Len Caronia. [3] After expanding to the U.S. in the 1980s, FPK launched Eldon, a financial services focused investment manager, in 1994 (Eldon was sold to Hiscox in 2003). Swiss Reinsurance Co. acquired FPK in 1998 for US$200 million. [4]
White, Weld & Co. is a privately held global financial services firm engaged in asset management, investment advisory, investment banking and other capital market activities. Relaunched in 2012, the business is headquartered in Chicago. [ 1 ]
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