Dan Zolet
Analyst-Equity bei RiverFront Investment Group LLC
Ursprung des Netzwerks ersten Grades von Dan Zolet
Einheit | Art der Einheit | Industrie | |
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Hamilton College (New York)
44
| College/University | Other Consumer Services | 44 |
RiverFront Investment Group LLC
RiverFront Investment Group LLC Investment ManagersFinance RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies.
17
| Subsidiary | Investment Managers | 17 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dan Zolet
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Analyst-Equity | |
Van Eck Associates Corp.
Van Eck Associates Corp. Investment ManagersFinance Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles. | Investment Managers | Trading-Equity | |
CarrAmerica Realty Corp.
CarrAmerica Realty Corp. Real Estate Investment TrustsFinance CarrAmerica Realty Corp. operates as a real estate investment trust. The firm focuses on the acquisition, development, ownership, and management of office properties in the United States. The company was founded in 1992 and is headquartered in Washington, DC. | Real Estate Investment Trusts | President | |
Harding Loevner LP
Harding Loevner LP Investment ManagersFinance Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds. | Investment Managers | Analyst-Equity | |
M&T BANK CORPORATION | Regional Banks | Private Equity Analyst | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity | |
THE BANK OF NOVA SCOTIA | Major Banks | Private Equity Analyst | |
Auerbach Grayson & Co. LLC
Auerbach Grayson & Co. LLC Investment Banks/BrokersFinance Founded in 1993, Auerbach Grayson & Co. LLC is a broker/dealer/located in New York City. The firm is a subsidiary of Auerbach Grayson Holdings LLC. Through their worldwide network of broker partners, the firm offers research, execution and clearance in equities, derivatives and fixed-income instruments. They also provide and implements hedging and arbitrage strategies. Auerbach Grayson & Co. is a member of FINRA and the SIPC. They employ bottom-up research to identify undervalued, under-represented and misunderstood companies. The firm covers a broad range of small-cap, mid-cap and emerging market equities. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Analyst-Equity | |
Welsh, Carson, Anderson & Stowe
Welsh, Carson, Anderson & Stowe Investment ManagersFinance Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Philips Electronics North America Corp.
Philips Electronics North America Corp. Electronics/AppliancesConsumer Durables Philips Electronics North America Corp. manufactures and distributes television, video, audio and set-top boxes. Its divisions include consumer electronics, which includes televisions, CD and DVD players, PC peripherals; the domestic appliances and personal care, which includes Norelco shavers, Sonicare electric toothbrushes; and the lighting products and medical system, which includes X-ray and ultrasound equipment. The company is headquartered in Andover, MA. | Electronics/Appliances | Corporate Officer/Principal | |
Catterton Management Co. LLC
Catterton Management Co. LLC Investment ManagersFinance Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Analyst | |
Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Investment Managers | Private Equity Investor | |
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). | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income Analyst-Equity Analyst-Equity Market Strategist Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
University of Richmond | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Virginia Commonwealth University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Millsaps College | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Randolph-Macon College | College/University | Undergraduate Degree Undergraduate Degree | |
Oxeon Investments LLC
Oxeon Investments LLC Investment ManagersFinance Oxeon Investments LLC (Oxeon Investments) is a venture capital firm founded in 2011 by Trevor Price. The firm is headquartered in New York with additional offices in Seattle, Washington and Nashville, Tennessee. | Investment Managers | Private Equity Analyst Private Equity Investor | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
Point72 Asset Management LP
Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Analyst-Equity | |
Homestead Funds Trust
Homestead Funds Trust Investment Trusts/Mutual FundsMiscellaneous Homestead Funds Trust is an open-end management investment company. The company was founded on February 15, 2019 and is headquartered in Arlington, VA. | Investment Trusts/Mutual Funds | Director/Board Member | |
SKY Harbor Capital Management LLC
SKY Harbor Capital Management LLC Investment ManagersFinance SKY Harbor Capital Management LLC (SKY Harbor) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was co-founded by Hannah Strasser and Anne Yobage in 2011. They are a subsidiary of SKY Harbor Capital Holdings LLC, ultimately owned by ECN Kessler Holdco LLC. SKY Harbor exclusively focused on the management of portfolios and funds of high yield bonds and leveraged loans for global institutional investors and private wealth advisors. SKY Harbor is a signatory of the Principles for Responsible Investment (PRI) and a participant in the UN Global Compact. | Investment Managers | Analyst-Fixed Income | |
VITAL FARMS, INC. | Agricultural Commodities/Milling | Private Equity Analyst | |
Brintons Carpets Ltd.
Brintons Carpets Ltd. Home FurnishingsConsumer Durables Brintons Carpets Ltd. designs and manufactures carpets for residential and commercial markets. It offers design, sampling, project management, quality assurance, installation and aftercare services. The firm serves hotels, airports, restaurants, convention centers, public spaces, gaming, healthcare, leisure and marine markets. The company was founded by William Brinton in 1783 and is headquartered in Kidderminster, the United Kingdom. | Home Furnishings | Director/Board Member | |
CONCRETE PUMPING HOLDINGS, INC. | Engineering & Construction | Director/Board Member | |
Argand Partners LP
Argand Partners LP Investment ManagersFinance Argand Partners LLC (Argand Partners) private equity firm founded in 2015 by Heather Faust, Howard D. Morgan and Tariq Osman. The firm headquartered in New York. | Investment Managers | Private Equity Investor | |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Corporate Officer/Principal | |
Craig-Hallum Capital Group LLC
Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
StepStone Group LP
StepStone Group LP Investment ManagersFinance StepStone Group LP (StepStone) is a private equity firm founded in 2006 by Monte M. Brem, Tom Porter Keck and Jose A. Fernandez. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Music Institue of Chicago
Music Institue of Chicago Other Consumer ServicesConsumer Services Music Institue of Chicago offers music education for all ages and levels of ability. The company was founded in 1931 and is headquartered in Evanston, IL. | Other Consumer Services | Director/Board Member | |
Creation Investments Capital Management LLC
Creation Investments Capital Management LLC Investment ManagersFinance Creation Investments Capital Management LLC (Creation Investments Capital) is a private equity firm founded in 2007 by Patrick Thomas Fisher and Kenneth D van der Weele. The firm is headquartered in Chicago, Illinois with offices in Bangalore, Dallas, New York, and Mexico. | Investment Managers | Private Equity Analyst | |
ZX Ventures LLC
ZX Ventures LLC Investment ManagersFinance ZX Ventures LLC (ZX Ventures) is a venture capital subsidiary of Anheuser-Busch InBev SA/NV founded in 2015 by John Fincher. The Firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Redline Capital (UK) Ltd | Investment Managers | Private Equity Analyst | |
The Deming Center Venture Fund (Venture Capital)
The Deming Center Venture Fund (Venture Capital) Investment ManagersFinance The Deming Center Venture Fund(Venture Capital) (DCVF) is a venture capital firm founded in 2009. The firm is headquartered in Boulder, Colorado. | Investment Managers | Private Equity Investor | |
Aquiline Capital Partners LLC
Aquiline Capital Partners LLC Investment ManagersFinance Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London. | Investment Managers | Private Equity Investor | |
Gallatin Point Capital LLC
Gallatin Point Capital LLC Investment ManagersFinance Gallatin Point Capital LLC (Gallatin Point Capital) is a private equity firm founded in 2017 by Matthew B. Botein and Lewis A. Sachs. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Investor | |
XRC Labs
XRC Labs Investment ManagersFinance XRC Labs (XRC Labs) is a venture capital firm founded in 2015 by Pano Anthos. The firm is headquartered in Brooklyn, New York. | Investment Managers | Private Equity Investor | |
Anagenesis Capital Partners LLC
Anagenesis Capital Partners LLC Investment ManagersFinance Anagenesis Capital Partners LLC (Anagenesis Capital Partners) is a private equity firm founded in 2015. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Private Equity Investor |
Statistik
International
Vereinigte Staaten | 45 |
Vereinigtes Königreich | 3 |
Kanada | 2 |
Sektoral
Finance | 34 |
Consumer Services | 10 |
Consumer Durables | 3 |
Miscellaneous | 2 |
Process Industries | 2 |
Operativ
Undergraduate Degree | 58 |
Corporate Officer/Principal | 34 |
Analyst-Equity | 30 |
Director/Board Member | 20 |
Private Equity Investor | 13 |