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Jessica Elizabeth Gerberi
Analyst-Equity bei Calamos Investments LLC
Ursprung des Netzwerks ersten Grades von Jessica Elizabeth Gerberi
Einheit | Art der Einheit | Industrie | |
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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
363
| College/University | Other Consumer Services | 363 |
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.
195
| Subsidiary | Investment Managers | 195 |
Goldman Sachs Asset Management LP
![]() Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.
87
| Subsidiary | Investment Managers | 87 |
OppenheimerFunds, Inc.
![]() OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY.
86
| Extinct | Investment Managers | 86 |
Sterne, Agee & Leach, Inc.
![]() Sterne, Agee & Leach, Inc. Investment Banks/BrokersFinance Founded in 1964, Sterne, Agee & Leach, Inc. is a full service investment firm and registered broker/dealer headquartered in Birmingham, Alabama. The firm's expertise includes retail and institutional brokerage services, investment banking and underwriting, secondary trading of corporate, municipal, and government securities and market making in over-the-counter stocks. The firm is a member of the NYSE and FINRA.
69
| Extinct | Investment Banks/Brokers | 69 |
Calamos Advisors LLC
![]() Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles.
62
| Subsidiary | Investment Managers | 62 |
Calamos Investments LLC
![]() Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them.
25
| Subsidiary | Investment Managers | 25 |
New York University
13
| College/University | Other Consumer Services | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jessica Elizabeth Gerberi
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 | Corporate Officer/Principal Analyst-Equity Market Strategist | |
BNY Mellon Investment Adviser, Inc.
![]() BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities President | |
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 Analyst-Equity | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Equities | |
CALAMOS ASSET MANAGEMENT, INC | Investment Banks/Brokers | Director of Finance/CFO Founder Director/Board Member Chief Investment Officer Director/Board Member Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO | |
Trillium Asset Management LLC
![]() Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Corporate Officer/Principal Director of Finance/CFO | |
CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Corporate Officer/Principal Director of Finance/CFO | |
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 Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
CALAMOS GLOBAL DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Corporate Officer/Principal Director of Finance/CFO | |
Calamos Wealth Management LLC
![]() Calamos Wealth Management LLC Investment ManagersFinance Part of Calamos Family Partners, Inc., Calamos Wealth Management LLC provides advisory and wealth management services. The company is based in Naperville, IL. The company was founded by John Peter Calamos. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Managers | Director of Finance/CFO Founder Chief Executive Officer Director of Finance/CFO | |
CALAMOS STRATEGIC TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Corporate Officer/Principal Director of Finance/CFO | |
CALAMOS GLOBAL TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Corporate Officer/Principal Director of Finance/CFO | |
DePaul University | College/University | Graduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TERM TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
University of California, Berkeley | College/University | Corporate Officer/Principal Masters Business Admin Corporate Officer/Principal | |
Progressive Investment Management Corp.
![]() Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies. | Investment Managers | Chief Investment Officer Investment Committee Member Analyst-Equity | |
Indiana University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Calamos Financial Services LLC
![]() Calamos Financial Services LLC Investment Banks/BrokersFinance Part of Calamos Family Partners, Inc., Calamos Financial Services LLC is a company based in Naperville, IL. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Banks/Brokers | Director of Finance/CFO Chief Executive Officer Chief Executive Officer | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Accenture LLC
![]() Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
CFI Partners LLC
![]() CFI Partners LLC Investment ManagersFinance CFI Partners LLC (CFIP) is a SEC-registered investment adviser and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2005 by Brad Couri and Levoyd Robinson. They are a subsidiary of Amistad Investment Holdings LLC, which is ultimately owned by Amistad Financial Group LLC. CFIP provides discretionary investment advisory services to collateralized loan obligation (CLO) vehicles and closed-end, delayed draw private investment vehicles. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Citadel Advisors LLC
![]() Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Head-Fixed Income Invts Analyst-Equity | |
Northern Trust Investments, Inc.(Investment Management)
![]() Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Tulane University (Louisiana) | College/University | Undergraduate Degree Graduate Degree | |
Loyola University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
Calamos ETF Trust
![]() Calamos ETF Trust Investment Trusts/Mutual FundsMiscellaneous Calamos ETF Trust operates as an open end fund. Its investment objective is to achieve long-term capital growth. The company is headquartered in Naperville, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO President | |
The Boston Consulting Group, Inc.
![]() The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 49 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 21 |
Consumer Services | 19 |
Miscellaneous | 9 |
Commercial Services | 4 |
Operativ
Corporate Officer/Principal | 140 |
Analyst-Equity | 114 |
Undergraduate Degree | 86 |
Portfolio Manager-Equities | 82 |
Director/Board Member | 79 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Nimish Sanjay Bhatt | 28 |
Gary Cohn | 26 |
Richard L. Sandor | 22 |
John Koudounis | 19 |
Keith Schappert | 19 |
John Calamos | 18 |
Thomas Herman | 18 |
Gary Black | 15 |
Joseph A. DeLuca | 15 |
Thomas F. Eggers | 13 |
Zuo Jun Shen | 12 |
Robert Ryan | 9 |
Steve Korn | 9 |
Tony Tursich | 9 |
David Berdon | 9 |
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