Dave baker
Portfolio Manager-Aktien bei Moisand Fitzgerald Tamayo LLC
Ursprung des Netzwerks ersten Grades von Dave baker
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of Central Florida
32
| College/University | Other Consumer Services | 32 |
Moisand Fitzgerald Tamayo LLC
Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.
10
| Private Company | Investment Managers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dave baker
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 | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity | |
AQR Capital Management LLC
AQR Capital Management LLC Investment ManagersFinance AQR Capital Management LLC (AQR) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Clifford Asness, David Kabiller, and John Liew in 1998. They are a wholly-owned subsidiary of AQR Capital Management Holdings LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG). AQR provides investment management services to institutional clients through managed accounts. Their investors may include investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds and foreign official institutions, corporations or other businesses entities. | Investment Managers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity Analyst-Equity | |
Florida Atlantic University | College/University | Masters Business Admin Graduate Degree | |
University of South Florida | College/University | Undergraduate Degree Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
Liberty University | College/University | Graduate Degree | |
Payward, Inc.
Payward, Inc. Investment Banks/BrokersFinance Payward, Inc., also known as Kraken, is a cryptocurrency platform that offers spot trading, staking, regulated derivatives, and index services. The company is based in San Francisco, CA, and has subsidiaries in Australia, United Kingdom, and United States. Kraken's mission is to accelerate the adoption of crypto to achieve financial freedom and inclusion. The platform is trusted by over 10 million individuals, traders, and institutions worldwide, and offers professional 24/7/365 client support. Kraken has set the industry standard for transparency and client trust, and was the first crypto platform to conduct proof of reserves audits. The company was founded in 2011 by Karsten Nilsen and Jesse William Powell, and the CEO is David Ripley. | Investment Banks/Brokers | Private Equity Investor | |
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 | |
Klarna, Inc.
Klarna, Inc. Packaged SoftwareTechnology Services Klarna, Inc. provides online payment solutions to e-stores. Its technology lets buyers receive ordered goods before any payment is due. The company was founded by Sebastian Siemiatkowski, Victor Jacobsson, and Niklas Adalberth in 2005 and is headquartered in Columbus, OH. | Packaged Software | Private Equity Investor | |
C.A.R.T.A.
C.A.R.T.A. Miscellaneous Commercial ServicesCommercial Services C.A.R.T.A. operates as a virtual organization that aims to promote transdisciplinary research into human origins. The private company is based in La Jolla, CA. | Miscellaneous Commercial Services | Private Equity Investor | |
LOUD BEVERAGE GROUP INC. | Information Technology Services | Director of Finance/CFO | |
Southern Association of Colleges & Schools | Founder | ||
Central Michigan University | College/University | Undergraduate Degree | |
Pipe Technologies, Inc.
Pipe Technologies, Inc. Internet Software/ServicesTechnology Services Pipe Technologies, Inc. operates as a financing platform for SaaS companies. The firm's suite of products allows companies with recurring revenues to unlock deferred cash flows and invest in growth without taking any dilution. The company was founded by Harry Hurst, Josh Mangel, and Zain Allarakhia in September 2019 and is headquartered in Miami, FL. | Internet Software/Services | Private Equity Investor | |
Canaccord Genuity LLC
Canaccord Genuity LLC Investment Banks/BrokersFinance Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology. | Investment Banks/Brokers | Analyst-Equity | |
Florida Funders LLC
Florida Funders LLC Investment ManagersFinance Florida Funders LLC (Florida Funders) is a venture capital firm founded in 2013 by David Chitester. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Investor | |
One To Watch
One To Watch Investment ManagersFinance One To Watch (One To Watch) is a venture Capital firm founded in 2013. The firm headquartered in Lalitpur, Nepal. | Investment Managers | Director/Board Member | |
East Carolina University | College/University | Undergraduate Degree | |
Falfurrias Capital Partners
Falfurrias Capital Partners Investment ManagersFinance Falfurrias Capital Partners (Falfurrias Cap Partners) is a private equity firm founded in 2006 by Hugh McColl, Jr. and Marc Oken. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Investor | |
ICV Partners LLC
ICV Partners LLC Investment ManagersFinance ICV Partners LLC (ICV Partners) is a private equity subsidiary of ICV Professionals LLC founded in 1998 by Tarrus L. Richardson. The firm is headquartered in Miami, Florida. | Investment Managers | Comptroller/Controller/Auditor | |
Ernst & Young Capital Advisors LLC
Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Analyst-Equity | |
University of Tilburg | College/University | Graduate Degree | |
NUTRIBAND INC. | Medical Specialties | Director/Board Member | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PENNANTPARK INVESTMENT CORPORATION | Investment Managers | Comptroller/Controller/Auditor | |
BC Partners Advisors LP
BC Partners Advisors LP Investment ManagersFinance Part of BC Partners Ltd., BC Partners Advisors LP is a leading pan-European buy-out firm that has maintained its position in the market for over three decades. The company is based in New York, NY. With over $1.7 billion in debt opportunities and co-investments provided to over 89 unique Limited Partners, BC Partners is an established leader in upper middle market alternative investment. Founded in 1986, the company has delivered superior returns to its investors and has developed a comprehensive co-investment platform. | Investment Managers | Comptroller/Controller/Auditor | |
Opportunistic Credit Interval Fund
Opportunistic Credit Interval Fund Investment Trusts/Mutual FundsMiscellaneous Opportunistic Credit Interval Fund is a closed-end investment fund. It provides a credit strategy targeting private originations and secondary investments in the US and European middle markets. The company was founded on January 21, 2022 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor | |
Alternative Credit Income Fund
Alternative Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Credit Income Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company that is operating as an interval fund. The company was founded on December 11, 2014 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor | |
LOGAN RIDGE FINANCE CORPORATION | Investment Managers | Director of Finance/CFO | |
Belhaven University | College/University | Undergraduate Degree | |
TRULIEVE CANNABIS CORP. | Agricultural Commodities/Milling | Director/Board Member | |
Florida Angel Nexus, Inc.
Florida Angel Nexus, Inc. Investment ManagersFinance Florida Angel Nexus, Inc (Florida Angel) is an Independent Venture Capital firm founded in 2012 by Martin Blaire. The firm is headquartered in Florida. | Investment Managers | Chief Executive Officer | |
Exchange Bank of Canada
Exchange Bank of Canada Financial ConglomeratesFinance Part of Currency Exchange International Corp., Exchange Bank of Canada provides financial services. The company is based in Toronto, Canada. The Canadian company was founded in 2016. The CEO is Randolph W. Pinna. | Financial Conglomerates | Director of Finance/CFO | |
Lyons Wealth Management LLC
Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Investment Managers | Director of Research - Equity | |
Association of Governing Boards of Universities & Colleges
Association of Governing Boards of Universities & Colleges Miscellaneous Commercial ServicesCommercial Services The Association of Governing Boards of Universities & Colleges is an organization that aims to empower higher education boards to govern with confidence. The AGB is based in Washington. The American company provides resources that give important background for higher education boards. The AGB Principles of Trusteeship outline attitudes and actions board members should embody to become highly effective board members. The organization emphasizes the importance of protecting academic freedom and freedom of speech, which are core values in higher education. The business model of higher education is also discussed, as colleges and universities traditionally charged less than the full cost of educating students because they made up the difference through government support and other revenue streams. Henry Stoever has been the CEO of the non-profit company since 2019. | Miscellaneous Commercial Services | Chairman |
Statistik
International
Vereinigte Staaten | 36 |
Kanada | 3 |
Nepal | 2 |
Niederlande | 2 |
Sektoral
Finance | 18 |
Consumer Services | 11 |
Commercial Services | 5 |
Technology Services | 4 |
Miscellaneous | 3 |
Operativ
Undergraduate Degree | 40 |
Corporate Officer/Principal | 24 |
Analyst-Equity | 19 |
Graduate Degree | 12 |
Director/Board Member | 11 |
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