Adam Beatty
Analyst-Equity bei UBS Securities LLC
Ursprung des Netzwerks ersten Grades von Adam Beatty
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).
515
| Subsidiary | Investment Banks/Brokers | 515 |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.
351
| Subsidiary | Investment Managers | 351 |
Deloitte Consulting LLP
 Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.
104
| Subsidiary | Miscellaneous Commercial Services | 104 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Adam Beatty
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 Economist Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Director of Research - Equity Chief Executive Officer Analyst-Equity Analyst-Equity Market Strategist Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Nomura Securities International, Inc.
 Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
| University of Pennsylvania | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Doctorate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| The University of Chicago | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Director/Board Member Undergraduate Degree | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| The Leonard N Stern School of Business | College/University | Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Masters Business Admin Undergraduate Degree | |
Instinet LLC
 Instinet LLC Investment Banks/BrokersFinance Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income | |
Needham & Co. LLC
 Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
BTIG LLC
 BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Director of Research - Equity Analyst-Equity | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Trahan Macro Research LLC
 Trahan Macro Research LLC Investment ManagersFinance Trahan Macro Research LLC (TMR) is an independent macro research boutique headquartered in New York City. The firm was founded in 2020 by Francois Trahan along with five colleagues. TMR publishes timely research reports that cover thematic macro topics. Their clients are the most sophisticated institutional investors on Wall Street and beyond. TMR aims to help them make top-down macro analysis a key component of their successful investment processes. | Investment Managers | Analyst-Equity | |
Barclays Capital Securities Ltd.
 Barclays Capital Securities Ltd. Investment Banks/BrokersFinance Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics. | Investment Banks/Brokers | Market Strategist | |
| Mount Holyoke College | College/University | Undergraduate Degree | |
| Baruch College | College/University | Graduate Degree | |
Banco de Crédito y Comercio
 Banco de Crédito y Comercio Major BanksFinance Banco de Crédito y Comercio is a financial institution based in Havana, Cuba. The Cuban company provides banking services. | Major Banks | Corporate Officer/Principal | |
| Pontificia Universidad Católica del Ecuador | College/University | Undergraduate Degree | |
| RMIT University | College/University | Graduate Degree | |
Deloitte (Australia) Pty Ltd.
 Deloitte (Australia) Pty Ltd. Miscellaneous Commercial ServicesCommercial Services Deloitte (Australia) Pty Ltd. engages in the provision of audit, economics, financial advisory, human capital, tax, and technology services. The firm offers restructuring, corporate and international tax, mergers and acquisitions, and corporate finance. The company was founded by Peter Williams in 1996 and is headquartered in Sydney, Australia. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
KPMG Australia Pty Ltd.
 KPMG Australia Pty Ltd. Miscellaneous Commercial ServicesCommercial Services KPMG Australia Pty Ltd. engages in the provision of accounting and auditing services. It offers audit and assurance; risk consulting; tax and legal; and deal advisory services. The company was founded in 1987 and is headquartered in Canberra Airport, Australia. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity | |
Apoyo Consultoria SA
 Apoyo Consultoria SA Investment ManagersFinance Part of Rothschild Concordia SAS, Apoyo Consultoria SA is a Peruvian company that provides business advisory services. The company is based in Lima, Peru. The CEO of the company is Gianfranco Dante Castagnola Zúñiga. | Investment Managers | Corporate Officer/Principal | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 42 |
| Australien | 4 |
| Schweden | 2 |
| Vereinigtes Königreich | 2 |
| Peru | 2 |
Sektoral
| Finance | 25 |
| Consumer Services | 23 |
| Commercial Services | 4 |
Operativ
| Analyst-Equity | 189 |
| Undergraduate Degree | 81 |
| Corporate Officer/Principal | 51 |
| Graduate Degree | 20 |
| Director/Board Member | 19 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Thomas Montag | 26 |
| Aj Rice | 11 |
| Manav Gupta | 11 |
| Ryan Moran | 8 |
| Kunal Madhukar | 8 |
| Peyton Dorne | 8 |
| Vilas Abraham | 8 |
| Josh Silverstein | 7 |
| Evan Ladouceur | 7 |
| Karl Keirstead | 7 |
| Jon Windham | 7 |
| Erika Najarian | 7 |
| Timothy Arcuri | 7 |
| Ting Liu | 6 |
| Lucas Charles Beaumont | 6 |
- Börse
- Insiders
- Adam Beatty
- Unternehmensverbindungen
