Julian Barnwell
Direktor/Vorstandsmitglied bei BURKE & HERBERT FINANCIAL SERVICES CORP.
Vermögen: 20 Mio $ am 30.04.2024
Ursprung des Netzwerks ersten Grades von Julian Barnwell
Einheit | Art der Einheit | Industrie | |
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Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.
97
| Extinct | Investment Banks/Brokers | 97 |
Burke & Herbert Bank & Trust Co. (Virginia)
Burke & Herbert Bank & Trust Co. (Virginia) Regional BanksFinance Burke & Herbert Bank & Trust Co. is a bank holding company, which engages in the provision of personal banking, business banking, and on line banking through its subsidiary. Its services include checking, order checks, statement savings, student banking, convenient checking, overdraft protection, visa gift cards, cash card, visa debit card, mortgage, and instalment loans. The company was founded by John Woolfolk Burke and Arthur Herbert in 1852 and is headquartered in Alexandria, VA.
34
| Subsidiary | Regional Banks | 34 |
Unknown | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Julian Barnwell
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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CORNING INCORPORATED | Electronic Components | Corporate Officer/Principal | |
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 Institutional Sales | |
Thomas Jefferson University | College/University | Doctorate Degree | |
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 | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Fixed Income | |
REVVITY, INC. | Medical Specialties | Corporate Officer/Principal | |
Burke & Herbert Bank & Trust Co.
Burke & Herbert Bank & Trust Co. Investment ManagersFinance Burke & Herbert Bank & Trust Co. (BHT) is the investment management subsidiary of Burke & Herbert Bank & Trust Co. (Virginia) (OTCMKTS: BHRB). The firm is headquartered in Alexandria and has branches throughout the State. Founded in 1852 by the Burke and Herbert families, BHT provides investment advisory services to individuals, families and businesses in the Northern Virginia area. | Investment Managers | Chief Executive Officer Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities Chief Executive Officer Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities | |
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 Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Capital One Bank (USA), NA
Capital One Bank (USA), NA Major BanksFinance Capital One Bank (USA) NA provides banking services. It offers checking accounts; credit and debit cards; loans; insurance; payment protection; phone banking; bills payment; lending; and online banking services. It provides financial products and services to consumers, small businesses, and commercial clients. The company was founded by Richard D. Fairbank on November 1994 and is headquartered in McLean, VA. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Adage Capital Management LP
Adage Capital Management LP Investment ManagersFinance Adage Capital Management LP (Adage) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Phil Gross and Robert Atchinson in 2001 and is owned by Adage Capital Partners GP LLC. Adage provides investment advisory services to its sole client, Adage Capital Partners LP (ACP), a private investment fund. The firm does not manage any separate accounts. | Investment Managers | Portfolio Manager-Equities | |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Investment Managers | Market Strategist | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
University of California, Berkeley | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
New York University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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 | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
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-Equity | |
Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity Analyst-Equity | |
UBS Asset Management, Inc.
UBS Asset Management, Inc. Investment ManagersFinance Part of UBS Group AG, UBS Asset Management, Inc. provides investment management services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
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 | Analyst-Equity Analyst-Equity | |
Potomac Hospital Corp. of Prince William
Potomac Hospital Corp. of Prince William Hospital/Nursing ManagementHealth Services Potomac Hospital Corp. of Prince William provides a variety of medical, surgical, and therapeutic services. Its services include primary care, emergency care, advanced imaging, cancer, diabetes, heart and vascular, orthopedics, urology, weight loss surgery, and women's services. The company was founded on June 17, 1968 and is headquartered in Woodbridge, VA. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
Inova Health System Services
Inova Health System Services Hospital/Nursing ManagementHealth Services Inova Health System provides health care services. It operates a network of hospitals, nursing homes, assisted living facilities, outpatient services and facilities, primary and specialty care physician practices, emergency and urgent care centers, home health care, mental health and blood donor services, wellness classes, and more. The company was founded in 1956 and is headquartered in Falls Church, VA. | Hospital/Nursing Management | Chairman Director/Board Member | |
University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
CLSA Americas LLC
CLSA Americas LLC Investment Banks/BrokersFinance CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
McCallum Graduate School of Business | College/University | Graduate Degree | |
Bharathiar University | College/University | Undergraduate Degree | |
Saint John's University | College/University | Masters Business Admin | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Market Strategist | |
CIBC World Markets, Inc. /US Capital Markets Businesses/ | Investment Banks/Brokers | Corporate Officer/Principal | |
Howard University | College/University | Undergraduate Degree | |
Federal Farm Credit Banks Funding Corp.
Federal Farm Credit Banks Funding Corp. Finance/Rental/LeasingFinance Federal Farm Credit Banks Funding Corp. provides loans to agriculture-producing companies and individuals. The company engages in issuing, marketing, and handling the Farm credit system’s debt securities. It offers discount notes, designated bonds, floating rate bonds, fixed rate bonds, and retail bonds. The company is headquartered in Jersey, NJ. | Finance/Rental/Leasing | Corporate Officer/Principal | |
The University of Nottingham | College/University | Undergraduate Degree | |
University College London | College/University | Graduate Degree | |
Absolute Strategy Research Ltd.
Absolute Strategy Research Ltd. Investment ManagersFinance Absolute Strategy Research Ltd. provides investment research. The private company is based in London, UK. and has subsidiaries in the United States. The British company was founded in 2006 by David Bowers and Ian Harnett, who have been the CEOs since 2006. | Investment Managers | Director of Research - Equity | |
Excellence Nessuah Brokerage Services Ltd.
Excellence Nessuah Brokerage Services Ltd. Investment Banks/BrokersFinance Excellence Nessuah Brokerage Services Ltd. provides brokerage services. The private company is based in Ramat Gan, Israel. The CEO of the Israeli company is Eran Fuchs. | Investment Banks/Brokers | Analyst-Equity |
Statistik
International
Vereinigte Staaten | 45 |
Vereinigtes Königreich | 4 |
Indien | 2 |
Israel | 2 |
Sektoral
Finance | 28 |
Consumer Services | 19 |
Health Services | 3 |
Electronic Technology | 2 |
Health Technology | 2 |
Operativ
Corporate Officer/Principal | 115 |
Analyst-Equity | 114 |
Director/Board Member | 68 |
Undergraduate Degree | 48 |
President | 22 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Phil Marleau | 18 |
Farha Aslam | 16 |
David Boyle | 13 |
Christopher Jones | 12 |
Suren Rana | 12 |
Nicholas Carosi | 11 |
Jason Maynard | 11 |
Matthew Crakes | 10 |
John M.A. Roy | 10 |
Amanda Kerry Bryant | 9 |
Jack Haraburda | 9 |
Marc Eliot Nabi | 9 |
Shawn McLaughlin | 8 |
Stan Kovler | 8 |
Dan I. Castro | 8 |
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