Joe Gladue
Direktor der Forschung - Eigenkapital bei J. Alden Associates, Inc.
Ursprung des Netzwerks ersten Grades von Joe Gladue
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.
61
| Subsidiary | Investment Banks/Brokers | 61 |
Cohen & Company Capital Markets LLC
 Cohen & Company Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, Cohen & Co. Capital Markets LLC is a FINRA-registered broker/dealer headquartered in New York City. The firm is also does business as FGC Securities. They are a subsidiary of Institutional Financial Markets, Inc. (NYSE Amex: IFMI), formerly known as Cohen & Co., Inc. The firm specializes in credit-related fixed-income investments. They provide a range of services to institutional investors and corporations. Cohen & Co.'s primary operating segments are Capital Markets and Asset Management. The Capital Markets segment consists of credit-related fixed income sales and trading, as well as new issue placements in corporate and securitized products. The Asset Management segment manages assets through listed and private companies, funds, managed accounts and collateralized debt obligations (CDOs). Cohen & Co. manages fixed-income investments across a variety of asset classes including U.S. trust preferred securities, European hybrid capital securities, Asian commercial real estate debt and mortgage- and asset-backed securities. Clearing services are provided through Pershing LLC.
11
| Extinct | Investment Banks/Brokers | 11 |
Equalize Community Development Fund
 Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Equalize Capital LLC
 Equalize Capital LLC Investment ManagersFinance Equalize Capital LLC provides investment advice. The private company is based in San Juan, Puerto Rico. The Puerto Rican company was founded by Lee Albert Calfo, who has been the CEO since incorporation.
3
| Private Company | Investment Managers | 3 |
MCG Securities LLC
 MCG Securities LLC Investment ManagersFinance Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc.
3
| Subsidiary | Investment Managers | 3 |
Alden Associates, Inc.
 Alden Associates, Inc. Electronics/Appliance StoresRetail Trade Alden Associates, Inc. engages in the provision of computers, networking equipment, and peripherals. The company was founded in 1984 and is headquartered in Bellevue, WA.
3
| Private Company | Electronics/Appliance Stores | 3 |
Axos Bank
 Axos Bank Regional BanksFinance Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA.
3
| Subsidiary | Regional Banks | 3 |
American Home Opportunity Mortgage Fund LP
1
| Private Company | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Joe Gladue
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Barclays Bank Plc
 Barclays Bank Plc Major BanksFinance Barclays Bank Plc provides commercial banking services. It offers personal, premier, business and corporate banking products and services to its customers. The banks services include current accounts, savings, investments, mortgages, loans, insurance, credit cards and online banking services. The company was founded on October 4, 1971 and is headquartered in London, the United Kingdom. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
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 Institutional Sales | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
ROTH Capital Partners LLC
 ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Institutional Sales Institutional Sales | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| AXOS FINANCIAL, INC. | Major Banks | Chairman Chief Operating Officer Director/Board Member | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Santa Clara University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Director of Research - Equity Analyst-Equity Analyst-Equity | |
Ascendiant Capital Markets LLC
 Ascendiant Capital Markets LLC Investment Banks/BrokersFinance Ascendiant Capital Markets LLC is a registered broker-dealer headquartered in Irvine, California. The firm is a subsidiary of Ascendiant Capital Partners LLC, which is owned by Ascendiant Capital Group LLC. Ascendiant Capital Markets was founded in 2010 and advises on and facilitates debt and equity securities offerings through private placements and provides assistance with mergers and acquisitions. The firm focuses on public and private growth companies, and institutional, accredited, and strategic investors. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity Analyst-Equity | |
| Boston College | College/University | Graduate Degree Corporate Officer/Principal | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree Graduate Degree | |
Cohen & Company Financial Management LLC
 Cohen & Company Financial Management LLC Investment ManagersFinance Cohen & Co. Financial Management LLC (CCFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2003 and is a subsidiary of Dekania Investors LLC, ultimately owned by Cohen & Co., Inc. (NYSE: COHN). CCFM manages investment products, which includes funds, managed accounts and collateralized debt obligations. | Investment Managers | Chief Executive Officer Compliance Officer | |
American Capital Asset Management LLC
 American Capital Asset Management LLC Investment ManagersFinance American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Commerce Street Capital LLC
 Commerce Street Capital LLC Investment Banks/BrokersFinance Founded in 2007 by William Gross, Commerce Street Capital LLC is a registered broker/dealer located in Dallas, Texas with an additional office in Duluth, Georgia. The firm is wholly-owned subsidiary of Commerce Street Holdings LLC. Commerce Street Capital specializes in municipal and high-yield corporate bonds. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
| University of Michigan | College/University | Graduate Degree Masters Business Admin | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Institutional Sales Analyst-Equity | |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| RAIT FINANCIAL TRUST | Real Estate Investment Trusts | Chief Executive Officer Chief Operating Officer | |
Cohen & Company Securities LLC
 Cohen & Company Securities LLC Investment Banks/BrokersFinance Part of Cohen & Co., Inc., Cohen & Company Securities LLC provides securities brokerage services. The company is based in Philadelphia, PA. Chris Ricciardi has been the CEO of the company since 2006. | Investment Banks/Brokers | President Chief Investment Officer | |
Taberna Realty Finance Trust
 Taberna Realty Finance Trust Real Estate Investment TrustsFinance Taberna Realty Finance Trust used to provide finance for real estate operating companies. It used to make secondary market investments in selected real estate debt instruments, including residential mortgage loan portfolios and commercial mortgage backed securities. The company was located in Philadelphia, PA | Real Estate Investment Trusts | Chief Executive Officer Chief Administrative Officer | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
Boenning & Scattergood, Inc. (Broker)
 Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
Emerald Asset Management, Inc.
 Emerald Asset Management, Inc. Investment ManagersFinance Part of Emerald Asset Management Employee Stock Ownership Trust, Emerald Asset Management, Inc. is a diversified investment management holding company that manages client funds through its subsidiaries. The company is based in Lancaster, PA. The company's subsidiaries include Emerald Advisers LLC, Emerald Mutual Fund Advisers Trust, Emerald Separate Account Management LLC, and Emstone Advisers LLC. The company's investment philosophy is research-focused and it primarily focuses on growth-oriented equity investing and income-oriented investing. The company manages assets worth approximately $3.80 billion as of December 31, 2022. The company was founded by Joseph Edward Besecker and he has been the CEO since incorporation. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Benchmark Co. LLC
 The Benchmark Co. LLC Investment Banks/BrokersFinance Founded in 1988 by Richard Messina, the Benchmark Co. LLC is a full-service broker/dealer headquartered in New York City. The firm provides equity research, sales and trading services for institutional and private clients. They focus on the media, energy, enterprise software, infrastructure software, biotechnology, specialty pharmaceuticals, REITs, Internet and communications sectors. The Benchmark Co.'s clearing agent is JP Morgan Clearing Corp. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Northland Securities, Inc.
 Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity | |
WestEnd Capital Management LLC
 WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Investment Managers | 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 | |
| Dickinson College | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 46 |
| Vereinigtes Königreich | 2 |
| Neuseeland | 2 |
Sektoral
| Finance | 35 |
| Consumer Services | 14 |
| Commercial Services | 2 |
Operativ
| Analyst-Equity | 139 |
| Corporate Officer/Principal | 137 |
| Director/Board Member | 81 |
| Undergraduate Degree | 66 |
| Chief Executive Officer | 28 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Daniel Cohen | 57 |
| George Stelljes | 27 |
| Jorge Junquera Diez | 25 |
| Gene Mannheimer | 19 |
| Lee Calfo | 16 |
| Dan T. Cummins | 14 |
| William F. Detwiler | 13 |
| Chad Jonas Cooper | 13 |
| Scott W. Searle | 12 |
| John Moran | 11 |
| Ali Mogharabi | 11 |
| Howard Ma | 11 |
| Bill Ong | 11 |
| Scott Tilghman | 10 |
| Raphael A. Licht | 10 |
- Börse
- Insiders
- Joe Gladue
- Unternehmensverbindungen
