CLOs on the Move

Waddell and Reed

www.waddell.com

 
Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations. Planning. By building personalized plans supported with highly competitive investment products and dedicated ...
  • Number of Employees: 1K-5K
  • Annual Revenue: > $1 Billion
  • www.waddell.com
  • 6300 Lamar Avenue
    Overland Park, KS USA 66202
  • Phone: 913.236.2000

Executives

Name Title Contact Details
Shawn Scholz
 Vice President of Wealth Management Compliance Profile
Shawn Scholz
 Vice President Wealth Management Compliance Profile
Jeff Rowe
 AVP Retirement Services Compliance Profile
Jeff Clevenger
 Chief Compliance Officer and AML Compliance Officer Profile
Mark Buyle
 Senior Vice President, General Counsel and Chief Legal Officer Profile

Similar Companies

YL Ventures

YL Ventures funds and supports brilliant Israeli tech entrepreneurs from seed to lead. Based in Silicon Valley and Tel Aviv, YL Ventures manages $270 million focused on deep-technology sectors and specializes in cybersecurity. YL Ventures accelerates the evolution of portfolio companies via strategic advice and U.S.-based operational execution, leveraging a powerful network of Chief Information Security Officers and global industry leaders. The firm`s track record includes successful, high-profile portfolio company acquisitions by major corporations including Palo Alto Networks, Microsoft, CA, and Proofpoint.

Traxis Partners

Traxis Partners LP is an investment advisory firm founded in 2003 specializing in global, multi-asset class investment strategies with principal operations in New York City. Traxis Partners is registered as an Investment Adviser with the U.S. Securities

Fidelity Capital

Fidelity Capital is a Irvine, CA-based company in the Financial Services sector.

Thrive Capital

Thrive Capital is a venture capital investment firm focused on internet and software investments.

Colbert Investment Management

Colbert Investment Management is a Miami, FL-based company in the Financial Services sector.