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

First Long Island Investors

First Long Island Investors is a wealth management company dedicated to providing individualized advice and counseling in the preservation, growth, and administration of liquid and illiquid wealth for high-net-worth individuals, families, and select institutions. We strive to provide our clients with sound advice, best-in-class service, and an unparalleled level of trust. As a First Long Island client you will have the peace of mind knowing your wealth is in the right place. Since our founding in 1983, First Long Island Investors has maintained its integrity and stellar reputation, which includes our principals always investing alongside our clients. In addition to giving our clients sound investment advice, our team provides family office services for clients who need them. We oversee approximately $1.5 billion dollars in assets. We are a proud member of the Long Island community and give back by serving in key roles on the boards of many local charitable organizations Past performance is no guarantee of future results, and the past performance of any accounts or partnerships managed by FLI should not be considered indicative of the future performance.

Fortius Advisors

Fortius Advisors is a Salt Lake City, UT-based company in the Financial Services sector.

Acorn Growth Companies

Acorn Growth Companies, based in Oklahoma City, is a private equity firm focused exclusively on aerospace and defense opportunities. The firm’s operationally centric approach has resulted in significant value creation among its portfolio companies.   After closing its first fund in 2005, Acorn has outpaced the market and grown its holdings and portfolio companies substantially. Today, the firm has over $200 million under management and operating companies across the United States and with operations worldwide—all under its primary banner, AGC Aerospace & Defense.

Solomon Global Holdings

Solomon Global Holdings is a Columbus, OH-based company in the Financial Services sector.

SharesPost

SharesPost is an SEC-registered broker-dealer, investment advisor and an approved Alternative Trading System. Our platform fosters transparency by publishing private market data, research and valuation tools. SharesPost helped launch the private tech growth market in 2009 and has built one of the leading platforms for secondary transactions and Initial Coin Offerings pursuant to Reg. D. With over $4 billion in secondary market transactions for more than 200 leading technology companies, SharesPost provides the trading, research and online tools to transact in the private market with confidence.