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

Data Delivery Services

Data Delivery Services is a Plano, TX-based company in the Financial Services sector.

Kiddar Capital

Kiddar Capital, founded by construction and real estate industry veteran Todd Hitt, is a private equity firm that originates, structures, and manages strategic equity investments across a variety of business disciplines. Core investments include all real estate sectors as well as technology and innovation.

SR Realty Trust

SR Realty Trust, Inc. is a private real estate investment trust, or REIT, formed on September 15, 2014 for the purpose of investing in a diversified portfolio of commercial real estate properties and other real estate related assets. Our portfolio consists of various types of commercial real estate property, including industrial, retail, multi-family residential and single-tenant net leased properties. As of December 31, 2017, SR Realty Trust owns over $110 million in assets. Our primary investment objectives are: • To preserve and protect stockholders` capital • To pay consistent distributions to shareholders, and • To deliver long-term capital appreciation The Company`s investment strategy is to acquire and maintain a diversified portfolio of income-producing commercial real estate assets. Our acquisitions focus on stability and consistency of income, disciplined and controlled growth, and transparency to investors. The Company maintains a long-term, buy-and-hold mentality and may also attempt to capitalize on short-term market considerations to maximize our investments.

Axel Johnson

Headquartered in New York City, Axel Johnson Inc. is the corporate home for a collection of diverse industry-leading businesses. In 2014, Axel Johnson Inc. companies had revenues of approximately $5.3 billion, employed in excess of 2,000 people and served over 30,000 wholesale and trade customers. AJI is a private investment company, founded in 1920, and owned by the Johnson family of Stockholm, Sweden.

Texada Capital Corporation

Texada Capital Corporation is a Grasonville, MD-based company in the Financial Services sector.