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The company was founded by James E. Stowers Jr. in 1958 as "Twentieth Century Mutual Funds", a family of no-load funds, in Kansas City, Missouri. [1] Stowers started the funds in 1958 with just $100,000 in assets from 24 shareholders. [2]
Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri.It was a publicly traded company from 1998 to 2021, and briefly had its headquarters in Overland Park, Kansas, and was planning a move back to Downtown Kansas City before the company was sold.
UMB Financial Corporation is an American financial services holding company founded in 1913 as City Center Bank and based in Kansas City, Missouri.It offers a number of financial services from checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, to investing and wealth management, all are offered to individuals, companies and ...
In April 2017, Delaware Investments was rebranded as Macquarie Investment Management, effectively ending the original entity. [3] The US funds continue to be managed under the "Delaware Funds by Macquarie" brand. In 2020, Macquarie Investment Management began acquisition of Overland Park, Kansas based asset manager Waddell and Reed (Ivy Funds). [4]
DST Systems, Inc. is an American company that was acquired by SS&C Technologies in 2018. The company provided advisory, technology and operations outsourcing services to the financial services and healthcare industries.
In 2017, Marshall and Yawitz sold their ownership stakes in the firm to senior management. [5] Marshall and Yawitz retired from their roles of managing the firm in 2018 and at the end of 2021 respectively. [7] [8] David Eichhorn who was with firm since 1999, was selected to succeed them as CEO of the firm. [6] [7] [8] NISA is 100% employee ...
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