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This is a comprehensive list of portfolio managers and investment advisors responsible for servicing pension, endowment and foundation funds. They represent major U.S. employers plus unions, insurance companies, banks, foundations, etc.
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Males
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6,402
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Females
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1,317
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Telephone numbers for 8,066 records. Fax numbers for 7,698 firms.
Zip + 4 appended for 7,480 records.
Plan Assets: (add $10/M)
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Under $75MM
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116
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$500MM - 999.9MM
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700
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$75MM - 199.9MM
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420
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$1 Billion & over
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5,843
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$200MM - 499.9MM
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656
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Job Function: (samples) (add $15/M)
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President/Owner/Partner/Principal
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1,373
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Chairman of the Board/CEO
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325
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Executive Director/Administrator/Plan Administrator/Manager
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1,896
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Executive VP
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335
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Senior VP
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1,084
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Client Contact
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1,178
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Portfolio/Investment Mgr./Trust, Pension/Trust Funds
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2,341
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Investment Manager
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1,378
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Type of Firm: (samples) (add $10/M)
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Corporation
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3,424
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Bank
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474
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Suggested Usage:
These executives make excellent prospects for offerings of CD's, money funds, growth stocks, mutual funds, real estate and other investment opportunities. They are also recommended for investment and financial related materials including seminars, newsletters, books and publications. |
