Ursprung des Netzwerks ersten Grades von David W. Haire
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).
54
| Subsidiary | Investment Banks/Brokers | 54 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von David W. Haire
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Morgan Stanley Smith Barney Spectrum Technical LP
Morgan Stanley Smith Barney Spectrum Technical LP Investment ManagersFinance Part of Morgan Stanley, Morgan Stanley Smith Barney Spectrum Technical LP is a private equity fund. The company is based in New York, NY. | Investment Managers | Director/Board Member | |
MORGAN STANLEY | Investment Managers | Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
EnTrust Global Partners Offshore LP
EnTrust Global Partners Offshore LP Investment ManagersFinance EnTrust Global Partners Offshore LP (EGPO) is a hedge fund manager headquartered in New York City. The firm was founded 2011 as the successor to EnTrust Partners Offshore LLC which was formed in December 1999. There was no change in management or control in connection with this succession. On May 2, 2016, the EnTrust business combined with that of the Permal Group, a Legg Mason subsidiary and global alternative asset manager that was established in 1973 and acquired by Legg Mason in 2005. EGPO manages assets for institutional and private client investors across a multitude of investment vehicles focused on hedge fund and alternative fund strategies, ranging from diversified or single strategy multi-manager commingled private vehicles to customized portfolios for single investors, managed account solutions, and direct hedge fund and alternative fund offerings. | Investment Managers | Director of Investments | |
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 | Economist Corporate Officer/Principal | |
Ceres Tactical Systematic LP
Ceres Tactical Systematic LP Investment Banks/BrokersFinance Tactical Diversified Futures Fund LP engages in the speculative trading of commodities. The company was founded on December 3, 2002 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
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 | |
Orion Futures Fund LP
Orion Futures Fund LP Investment Trusts/Mutual FundsMiscellaneous Orion Futures Fund LP operates as a private Equity Fund. It engages, directly and indirectly, in the speculative trading of a portfolio. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
Potomac Futures Fund LP | Investment Trusts/Mutual Funds | Director/Board Member | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
MML Investors Services LLC
MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal 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 | Corporate Officer/Principal Analyst-Equity Market Strategist Analyst-Equity | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Investment Banks/Brokers | Institutional Sales Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Joseph I. Lubin School of Business | College/University | Masters Business Admin Masters Business Admin | |
Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
University of California, Davis | College/University | Masters Business Admin Masters Business Admin | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Undergraduate Degree | |
Richard Bernstein Advisors LLC
Richard Bernstein Advisors LLC Investment ManagersFinance Richard Bernstein Advisors LLC (RBA) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Bernstein in 2009. RBA offers investment advisory services to individuals, pension and profit-sharing plans, investment companies, state or municipal government entities, insurance companies, charitable organizations, registered investment companies, investment advisers, corporations and other business entities, model portfolio providers and other financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
Oklahoma State University | College/University | Undergraduate Degree | |
Desert Rose Capital Management, Inc.
Desert Rose Capital Management, Inc. Investment ManagersFinance Desert Rose Capital Management, Inc. offers a unique investment approach that benefits advisors, clients, and institutions. The private company is based in Boise, ID. The company's options strategies aim to reduce risk while providing customized portfolio management. The company challenges the belief that assuming more risk is necessary to enjoy the market's upside potential. The company offers an integrated options portfolio (IOP) that aims to change this perception. | Investment Managers | Corporate Officer/Principal | |
Roosevelt University | College/University | Masters Business Admin | |
University of California San Diego | College/University | Undergraduate Degree | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin | |
Rider University | College/University | Undergraduate Degree | |
Cypress Wealth Services LLC
Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals. | Investment Managers | Portfolio Manager-Equities | |
Mustard Seed Financial LLC
Mustard Seed Financial LLC Investment ManagersFinance Mustard Seed Financial LLC is a wealth management company that offers investment management, tax planning, retirement planning, insurance, estate planning, and charitable gifting services. The private company is based in Magnolia, AR. The company's website provides financial calculators, a video library, and useful websites and regulatory information. | Investment Managers | Corporate Officer/Principal | |
PIMCO Investments LLC
PIMCO Investments LLC Investment Banks/BrokersFinance PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Investment Managers | Portfolio Manager-Equities | |
Denison University | College/University | Undergraduate Degree | |
Colgate University | College/University | Undergraduate Degree | |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
Premier Pharma E LP
Premier Pharma E LP Financial ConglomeratesFinance Premier Pharma E LP provides investment fund services. The company was founded in 2015 and is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
PE Premier BCP VII Onshore Feeder Fund LP
PE Premier BCP VII Onshore Feeder Fund LP Investment Trusts/Mutual FundsMiscellaneous PE Premier BCP VII Onshore Feeder Fund LP operates as a pooled investment fund. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
Premier Pharma 1 LP
Premier Pharma 1 LP Financial ConglomeratesFinance Premier Pharma 1 LP operates as a pooled investment fund. The company is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
Institute For Portfolio Alternatives | Director/Board Member | ||
SMC Fixed Income Management LLC
SMC Fixed Income Management LLC Investment ManagersFinance Founded in 2006, SMC Fixed Income Management LLC is a registered investment advisor located in West Windsor, New Jersey. The firm is a subsidiary of Spring Mountain Capital LP. They provide investment management services to mutual funds and managed accounts for high net-worth individuals. | Investment Managers | Analyst-Fixed Income | |
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 | Corporate Officer/Principal | |
Rowan University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 50 |
Sektoral
Finance | 30 |
Consumer Services | 15 |
Miscellaneous | 4 |
Commercial Services | 2 |
Electronic Technology | 2 |
Operativ
Corporate Officer/Principal | 118 |
Director/Board Member | 44 |
Undergraduate Degree | 39 |
Analyst-Equity | 17 |
Chief Executive Officer | 17 |
Am stärksten vernetzte Beziehungen
Insiders | |
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James Rosenthal | 24 |
Jeremy Beal | 20 |
Jeff Bullock | 16 |
Pat Oswald | 11 |
Jeff Hack | 11 |
Charles Johnston | 10 |
Robert Alan Meyer | 9 |
Douglas Ketterer | 8 |
Rene Annise Nourse | 7 |
Matt Koehler | 7 |
Craig Adams | 7 |
Yani Kisoki | 6 |
Tom O'Brien | 6 |
Philipp Muedder | 6 |
Brandt Phillip Burns | 6 |
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