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

Capitol North American

Capitol North American is a Las Vegas, NV-based company in the Financial Services sector.

claesgens integrated

claesgens integrated is a Albany, NY-based company in the Financial Services sector.

Gordon Brothers

Since 1903, Gordon Brothers has helped business owners, investors, and operators move forward through change. We bring a powerful combination of expertise, operational experience, and capital. With services in valuations, dispositions, operations, and investments we can customize solutions on an integrated or standalone basis. We provide rapid solutions and reliable outcomes for clients at all points in the business lifecycle. Whether to fuel growth or facilitate strategic consolidation, we work across industries and around the world to put assets to their highest and best use.

Opus Investment Management

Opus Investment Management is a Worcester, MA-based company in the Financial Services sector.

Abell Venture Fund

When The Abell Foundation was inaugurated half a century ago, Chairman Harry C. Black and the founding board members set an agenda that allocated grants for schools, hospitals, and human service organizations reaching out to the disadvantaged in the