Frank Matthews
Analyst-Equity at Okabena Investment Services, Inc.
Network origin in Frank Matthews first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.
70
| College/University | Other Consumer Services | 70 |
Okabena Investment Services, Inc.
 Okabena Investment Services, Inc. Investment ManagersFinance Okabena Investment Services, Inc. (OIS) is a SEC-registered investment advisor and multi-family office headquartered in Minneapolis, Minnesota. The firm is a wholly owned subsidiary of Okabena Co. (OC), a family office which was founded in 1967 to provide a variety of financial services to the founding family. OC created OIS in 1994 to house its investment function going forward. OIS offers investment advisory services to tax-exempt organizations such as charities, foundations and endowments as well as to other high-net worth families and individuals. The firm also serves as the sponsor, manager, and discretionary investment adviser to private investment funds (OIS Private Funds).
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Frank Matthews via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
CIMA Labs, Inc.
 CIMA Labs, Inc. Pharmaceuticals: OtherHealth Technology CIMA Labs, Inc. develops and manufactures prescription and over-the-counter pharmaceutical products using fast-dissolve drug delivery technologies. It develops orally disintegrating technology based OraSolv and DuraSolv tablets. It also develops tranmucosal tablets that can be administered sublingually. The company is headquartered in Brooklyn Park, MN. | Pharmaceuticals: Other | Comptroller/Controller/Auditor | |
Medtronic, Inc.
 Medtronic, Inc. Medical SpecialtiesHealth Technology Medtronic, Inc. operates as a medical technology company. It offers implantable cardiac pacemakers, eternal defibrillators, inferior turbinate surgery products, and continuous glucose monitoring device. The company was founded by Earl E. Bakken and Palmer J. Hermundslie on April 29, 1949 and is headquartered in Minneapolis, MN. | Medical Specialties | Corporate Officer/Principal Sales & Marketing | |
| 3M COMPANY | Medical Specialties | Corporate Officer/Principal Corporate Officer/Principal | |
| PFIZER, INC. | Pharmaceuticals: Major | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| Devenir LLC | Corporate Officer/Principal | ||
| AVEDRO, INC. | Medical Specialties | Director of Finance/CFO | |
Acclarent, Inc.
 Acclarent, Inc. Medical SpecialtiesHealth Technology Acclarent, Inc. engages in manufacturing, designing, and commercializing medical devices that address conditions affecting the ear, nose, and throat. Its products include balloon sinuplasty, eustachian tube dilation, airway dilation system, and ethmoid punch. The company was founded by Joshua Makower and John Y. Chang in June 2004 and is headquartered in Irvine, CA. | Medical Specialties | Sales & Marketing | |
| ENTELLUS MEDICAL INC | Medical Specialties | Director of Finance/CFO | |
NXThera, Inc.
 NXThera, Inc. Medical SpecialtiesHealth Technology NXThera, Inc. provides technology platform to treat endourological conditions. It develops medical devices to treat patients suffering from urologic conditions, such as benign prostatic hyperplasia (BPH), prostate cancer, and kidney cancer. The company was founded by John H. Shadduck and Michael Hoey in 2008 and is headquartered in Maple Grove, MN. | Medical Specialties | Corporate Officer/Principal | |
| HELIUS MEDICAL TECHNOLOGIES, INC. | Medical Specialties | Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
Mirabaud & Cie SA
 Mirabaud & Cie SA Investment ManagersFinance Mirabaud & Cie SA (Mirabaud & Cie) is the private banking subsidiary of Mirabaud SCA in Switzerland. Established in 1819, the firm is based in Geneva and has additional offices in Zurich, Basel, Paris, Monaco, London, Montreal, Nassau, and Hong Kong. The firm specializes in institutional management and fund management, as well as in alternative management, brokerage and custody. They manage mutual funds, funds of funds and funds of hedge funds. Their subsidiary Mirabaud Asset Management provides wealth management services for private individuals, while LPP Gestion SA manages pension funds on their behalf. | Investment Managers | Portfolio Manager-Equities | |
Goldner Hawn Johnson & Morrison, Inc.
 Goldner Hawn Johnson & Morrison, Inc. Investment ManagersFinance Goldner Hawn Johnson & Morrison Inc. (Goldner Hawn Johnson) is a private equity firm is founded by Van Zandt Hawn, Timothy Daniel Johnson, John Lewis Morrison, and Michael Goldner in 1989. The firm is headquarter in Minneapolis, Minnesota. | Investment Managers | Private Equity Analyst Director of Finance/CFO | |
Craig-Hallum Capital Group LLC
 Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales | |
Invesco Capital Management LLC
 Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Investment Managers | Portfolio Manager-Equities | |
Northland Securities, Inc.
 Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
| St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree | |
| St. Edward's University | College/University | Corporate Officer/Principal | |
| South Dakota State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| University of North Dakota | College/University | Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| The Curtis L. Carlson School of Management | College/University | Masters Business Admin Masters Business Admin | |
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Investment Managers | Analyst-Equity Analyst-Equity | |
GMAC ResCap
 GMAC ResCap Financial ConglomeratesFinance Part of Ally Financial, Inc., GMAC ResCap provides capital solutions to businesses. The company is based in Washington, PA. The CEO of the company is Thomas F. Marano. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
AB CarVal Investors LP
 AB CarVal Investors LP Investment ManagersFinance AB CarVal Investors LP (AB CarVal) is a SEC-registered investment advisor and alternative investment fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 2006 as a continuation of Cargill Value Investment (CVI), which was an internal business unit of Cargill, Inc. (Cargill). In 2022, they were acquired by AllianceBernstein LP, which is ultimately owned by Equitable Holdings, Inc. (NYSE: EQH). The firm immediately changed its legal name from CarVal Investors LP to AB CarVal Investors LP. AB CarVal offers investment advisory services to private funds, single-investor vehicles, CLO vehicles, separately managed accounts, and non-discretionary accounts. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Istanbul Technical University | College/University | Undergraduate Degree | |
Banque de Commerce et de Placements SA
 Banque de Commerce et de Placements SA Investment ManagersFinance Banque de Commerce et de Placements SA (BCP) is the asset management subsidiary of Borak SA. The firm is headquartered in Geneva and was founded in 1963. BCP provides banking services such as commodity trade finance, wealth management, treasury services and correspondent banking. | Investment Managers | Portfolio Manager-Equities | |
San Francisco Employees Retirement System
 San Francisco Employees Retirement System Investment ManagersFinance San Francisco Employees' Retirement System (SFERS) is a pension fund management firm headquartered in San Francisco, California. The firm was founded in 1922 and is owned by the City & Country of San Francisco. SFERS administers two benefit programs for active and retired members: a Pension Plan (defined benefit plan) and a 457(b) Deferred Compensation Plan (defined contribution plan). | Investment Managers | Corporate Officer/Principal | |
Proterra Investment Partners LP
 Proterra Investment Partners LP Investment ManagersFinance Proterra Investment Partners LP (Proterra Investment Partners) is a private equity investment firm founded in 2003. The firm headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor | |
Marketing Architects, Inc.
 Marketing Architects, Inc. Advertising/Marketing ServicesCommercial Services Marketing Architects, Inc. provides advertising services. The firm offers direct-to-consumer brands in radio, television and online. The company was founded by Chuck Hengel in 1997 and is headquartered in Minneapolis, MN. | Advertising/Marketing Services | Director of Finance/CFO | |
| McCombs School of Business | College/University | Masters Business Admin | |
Zoomworks Ventures LLC
 Zoomworks Ventures LLC Investment ManagersFinance Zoomworks Ventures LLC (Zoomworks Ventures) is a venture capital firm, subsidiary of Marketing Architects, Inc. founded in 2017. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Director of Finance/CFO |
Statistics
International
| United States | 42 |
| Switzerland | 4 |
| Turkey | 2 |
Sectoral
| Finance | 21 |
| Health Technology | 11 |
| Consumer Services | 11 |
| Commercial Services | 3 |
| Distribution Services | 2 |
Operational
| Corporate Officer/Principal | 113 |
| Director/Board Member | 78 |
| Undergraduate Degree | 77 |
| Masters Business Admin | 41 |
| President | 30 |
Most connected contacts
| Insiders | |
|---|---|
| Thomas F. Madison | 24 |
| Charles Kummeth | 21 |
| Catherine Szyman | 14 |
| Charles MacFarlane | 11 |
| Brad N. Graves | 11 |
| Michael Buseman | 11 |
| Jeff Evanson | 11 |
| Thomas Griffin | 10 |
| Mark Zgutowicz | 10 |
| Jason C Livingston | 9 |
| Wanda Reder | 9 |
| Dennis Santos | 8 |
| Tom Villalta | 8 |
| Christopher Claus | 8 |
| Michael Ziebell | 8 |
- Stock Market
- Insiders
- Frank Matthews
- Company connections
