Guggenheim Partners:
A Multi-Faceted Investment Management Firm, Investment Bank, & Insurance Company

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Date Published: April 22, 2021
Summary PowerPoint Deck: 87 Slides
Reference PowerPoint Deck: 370 Slides

Guggenheim Partners was founded by Dominic Curcio, Peter Lawson-Johnston II, Todd Morley, & Mark Walter in 1999. Guggenheim Partners is based in New York, NY. Guggenheim Partners has a presence in six countries, 17 offices, 2,400 employees, and $310 billion assets under management & administration. Guggenheim Partners is led by its Executive Chairman Alan Schwartz, CEO Mark Walter, & President Andrew Rosenfield. Guggenheim Partners is privately owned. Its web sites can be found at,, &

This research addresses the key historical phases of Guggenheim Partners, including:
  • Formative Phase
  • Fixed Income Sales & Trading Phase
  • Transformative Phase
  • Reconfiguration Phase
Its profile includes the key statistics of the company, including its number of countries, offices, employees, and assets under management & administration.

Its profile includes detailed outlines of its core businesses, including:
  • Guggenheim Investments
  • Guggenheim Securities
  • Guggenheim Insurance
  • Guggenheim Institutional Finance
  • Guggenheim Investment Advisory
  • Guggenheim Retail Real Estate Partners

And its profile concludes with the highlights of its organizational structure & ownership.

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