Ursprung des Netzwerks ersten Grades von Andrew Eskelsen
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Compass Point Research & Trading LLC
Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe.
32
| Subsidiary | Investment Banks/Brokers | 32 |
College of Charleston
28
| College/University | Other Consumer Services | 28 |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.
17
| Subsidiary | Investment Managers | 17 |
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.
3
| Subsidiary | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Andrew Eskelsen
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 | |
STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal | |
Washington University in St. Louis | College/University | Graduate Degree | |
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | 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 Analyst-Equity | |
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. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal | |
Guggenheim Securities LLC
Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Proffitt & Goodson, Inc.
Proffitt & Goodson, Inc. Investment ManagersFinance Proffitt & Goodson, Inc. (ProffittGoodson) is an independent financial planning and wealth management firm headquartered in Knoxville, Tennessee. The firm was founded by Jim Proffitt and David Goodson in 1986. ProffittGoodson develops customized investment solutions for families, endowments, high-net-worth investors, and foundations. | Investment Managers | Compliance Officer | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Georgetown University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Autonomous Research US LP
Autonomous Research US LP Investment ManagersFinance Autonomous Research US LP is an investment research firm located in New York City. The firm is a subsidiary of Autonomous Research LLP. The firm provides coverage of all major European banks and insurers and US banks, asset managers and payment processors. The company publishes research for both equity and credit investors. The company also offers execution service across the capital structure. | Investment Managers | Analyst-Equity Analyst-Equity | |
James Madison University | College/University | Undergraduate Degree Undergraduate Degree | |
Boston University | College/University | Masters Business Admin Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Head-Fixed Income Invts | |
The Security Benefit Group of Cos.
The Security Benefit Group of Cos. Investment ManagersFinance The Security Benefit Group of Cos. provides financial and investment advisory services. It also provides a range of variable & fixed annuities, security funds and retirement products. The company is headquartered in Topeka, KS. | Investment Managers | Chairman Corporate Officer/Principal | |
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 | |
Guggenheim Funds Investment Advisors LLC
Guggenheim Funds Investment Advisors LLC Investment ManagersFinance Guggenheim Funds Investment Advisors LLC (Guggenheim Funds) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Guggenheim Funds Services LLC, ultimately owned by Guggenheim Capital LLC. Guggenheim Funds provides asset management and investment advisory services to insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
WR Securities LLC
WR Securities LLC Investment Banks/BrokersFinance Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
George Washington University | College/University | Masters Business Admin Masters Business Admin | |
American University | College/University | Undergraduate Degree Undergraduate Degree | |
Israeli Air Force | Corporate Officer/Principal | ||
Northwestern Mutual Capital LLC
Northwestern Mutual Capital LLC Investment ManagersFinance Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin. | Investment Managers | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree | |
New Century Advisors LLC
New Century Advisors LLC Investment ManagersFinance New Century Advisors LLC (NCA) is an independent, SEC-registered investment advisor headquartered in Chevy Chase, Maryland. The firm was founded in 2002 by Ellen B. Safir. NCA provides investment advice to banking or thrift institutions, corporate and state pension and profit-sharing plans, charitable organizations, universities, private funds as well as high net-worth individuals and wrap fee accounts. | Investment Managers | Analyst-Fixed Income | |
Eastern Mediterranean University | College/University | Undergraduate Degree | |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | Investment Managers | Analyst-Equity | |
Threat Management Group LLC
Threat Management Group LLC Engineering & ConstructionIndustrial Services Threat Management Group LLC provides defense training, education, support facilities, products and program management services. Its products include ARIMS v5, CITM v5, RIMS v5, improvised explosive device training aids and VIIEDS. The firm operates as a global military and civilian defense and support company, which provides training and support to a wide range of military operations, support contractors, disaster preparedness officials, law enforcement agencies and private sector organizations. The firm also offers security enforcement, program management, exercise management, research and development services. The company was founded in December 2004 and is headquartered in Ladson, SC. | Engineering & Construction | Director of Finance/CFO | |
New York University | College/University | Graduate Degree | |
Louisiana State University | College/University | Doctorate 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 | Analyst-Fixed Income | |
The Hebrew University of Jerusalem | College/University | Undergraduate Degree | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
MUFG Securities Americas, Inc.
MUFG Securities Americas, Inc. Investment Banks/BrokersFinance MUFG Securities Americas, Inc. is the US-based broker/dealer subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. The firm is headquartered in New York City with offices in San Francisco, Los Angeles, Houston, and Chicago. MUFG Securities Americas was founded in 2003 and were formerly known as Mitsubishi UFJ Securities (USA), Inc. They offer an expansive product suite through capital markets, credit, rates, equities and structured products. | Investment Banks/Brokers | Analyst-Equity | |
Queens University of Charlotte | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 47 |
Israel | 3 |
Türkei | 2 |
Sektoral
Finance | 34 |
Consumer Services | 15 |
Industrial Services | 2 |
Operativ
Analyst-Equity | 104 |
Corporate Officer/Principal | 99 |
Undergraduate Degree | 68 |
Portfolio Manager-Equities | 27 |
Compliance Officer | 25 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Joanna M. Catalucci | 28 |
Lee Higdon | 19 |
Chris Allen | 13 |
Kris Robbins | 12 |
P. George Benson | 12 |
Kevin Day | 9 |
John Thomas Williams | 9 |
Stephen Manaker | 9 |
Mathew Blackman | 9 |
Vivek Agrawal | 8 |
Casey S. Deak | 8 |
Ryan Carlton Davis | 8 |
Kevin J. Barker | 8 |
Doug Greiner | 7 |
Jeff Fuge | 7 |
- Börse
- Insiders
- Andrew Eskelsen
- Unternehmensverbindungen