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Nate Whitaker
Analyst-Equity bei Howard Capital Management Group LLC
Ursprung des Netzwerks ersten Grades von Nate Whitaker
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
The Pennsylvania State University
239
| College/University | Other Consumer Services | 239 |
USC Marshall School of Business
52
| College/University | Other Consumer Services | 52 |
Howard Capital Management, Inc. (California)
![]() Howard Capital Management, Inc. (California) Investment ManagersFinance Howard Capital Management, Inc. is an independent wealth management firm headquartered in Los Angeles, California. The firm was founded by Harold Howard in 1974 and provides investment advice to high net-worth families and individuals, foundations, charitable entities, and endowments.
5
| Extinct | Investment Managers | 5 |
Howard Capital Management Group LLC
![]() Howard Capital Management Group LLC Investment ManagersFinance Howard Capital Management Group LLC (HCM) is a registered investment advisory firm headquartered in Los Angeles, California. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). HCM generally provides discretionary portfolio management services to high net worth individuals, trusts, estates, foundations, endowments, charitable organizations, corporations, and other business entities as well as non-discretionary advisory services to certain clients including company sponsored 401(k) plans.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Nate Whitaker
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
BAXTER INTERNATIONAL INC. | Medical Specialties | Corporate Officer/Principal | |
CELGENE | Biotechnology | Director/Board Member | |
Chartwell Investment Partners LLC
![]() Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Analyst-Equity Analyst-Equity | |
CITIGROUP INC. | Major Banks | 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 Analyst-Equity | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor Consultant / Advisor | |
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 | Analyst-Fixed Income Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income Economist | |
Lovell Minnick Partners LLC
![]() Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Villanova University | College/University | Undergraduate Degree Masters Business Admin | |
University of Virginia | College/University | Graduate Degree Director/Board Member | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Duquesne University of The Holy Spirit | College/University | Graduate Degree Masters Business Admin | |
Syracuse University | College/University | Undergraduate Degree Director/Board Member | |
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 | |
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 | Graduate Degree Undergraduate Degree | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Graduate Degree | |
CHP Management, Inc.
![]() CHP Management, Inc. Investment ManagersFinance CHP Management Inc (Cardinal Partners) is a venture capital firm founded in 1996 by John K Clarke, Brandon H Hull and John J Park. The firm is headquartered in Princeton, New Jersey. | Investment Managers | Private Equity Investor | |
Atropos Health, Inc.
![]() Atropos Health, Inc. Internet Software/ServicesTechnology Services Atropos Health, Inc. is a healthcare and life science organization based in the United States. The company is based in New York, NY. Atropos Health is the developer of the first physician consultation service powered by research-grade real-world data. The company uses hundreds of millions of anonymized patient records to help providers answer clinical questions that have fallen through the cracks of the evidence-based literature. Atropos Health is also the developer of Geneva OS™, the operating system for rapid healthcare evidence across a robust network of real-world data. The company works with healthcare and life science organizations to close evidence gaps from bench to bedside, improving individual patient outcomes with data-driven care, expediting research that advances the field of medicine, and more. The company was founded in 2020 by Sharath Reddy, Brigham Hyde, Nigam Shah, and Saurabh Gombar, with Brigham Hyde serving as the CEO since then. | Internet Software/Services | Founder | |
Prealize Health, Inc. /California/
![]() Prealize Health, Inc. /California/ Information Technology ServicesTechnology Services Prealize Health, Inc. engages in the development of machine learning solutions for improving healthcare focusing on predicting impending medical conditions. It specializes in data sciences and healthcare. The company was founded by Arnold Milstein and Nigam Shah in 2013 and is headquartered in Palo Alto, CA. | Information Technology Services | Founder | |
Prealize Health, Inc. | Founder | ||
Framatome, Inc. (Virginia)
![]() Framatome, Inc. (Virginia) Industrial MachineryProducer Manufacturing Framatome, Inc. is a nuclear energy company based in Lynchburg, VA. Michael W. Rencheck has been the CEO of the company since 2009. The company manufactures and installs nuclear steam supply systems. Framatome, Inc. is a subsidiary of Framatome, a company ultimately controlled by the Government of France. | Industrial Machinery | Corporate Officer/Principal | |
Liberty University | College/University | Graduate Degree | |
Selective Wealth Management, Inc.
![]() Selective Wealth Management, Inc. Investment ManagersFinance Selective Wealth Management, Inc. (Selective) is an independent, SEC-registered investment advisor headquartered in Forest, Virginia. The firm was founded by Christopher Devlin in 2012. Selective offers personalized financial planning, tax planning, and investment management to individuals, high net-worth individuals, family offices, trusts, estates, charitable organizations, institutional clients, and mutual funds. | Investment Managers | Chief Executive Officer | |
Drexel University College of Medicine | College/University | Graduate Degree | |
Stanford Law School | College/University | Graduate Degree | |
Stanford Health Care
![]() Stanford Health Care Hospital/Nursing ManagementHealth Services Stanford Health Care provides healthcare services. It services includes cardiac care, cancer treatment, neurosciences, surgery and organ transplants. The company was founded in 1956 and is headquartered in Stanford, CA. | Hospital/Nursing Management | Chief Invt Officer-Spezialfond | |
ELUTIA INC. | Biotechnology | Corporate Officer/Principal | |
Guidepoint Global LLC (China) | President | ||
Baida Global Ltd. | Director/Board Member | ||
X-Beam Lighting Ltd. | Director/Board Member | ||
Engineering Impact (Macau) Ltd. | Director/Board Member | ||
Unipact Entertainment & Productions (Holdings) Ltd.
![]() Unipact Entertainment & Productions (Holdings) Ltd. Movies/EntertainmentConsumer Services Unipact Entertainment & Productions (Holdings) Ltd. is an investment holding company. It operates through the following segments: Provision of technical production and creative solution services and Conducting concert organization business. The company was founded in 1985 and is headquartered in Hong Kong. | Movies/Entertainment | Chief Operating Officer | |
CCF Capital Management
![]() CCF Capital Management Investment ManagersFinance CCF Capital Management I LLC (Crescent Fund) is a venture capital firm founded in 2020. The firm is headquartered in Southern California. | Investment Managers | Consultant / Advisor | |
S&P Global Market Intelligence, Inc.
![]() S&P Global Market Intelligence, Inc. Internet Software/ServicesTechnology Services S&P Global Market Intelligence, Inc. provides integrated financial information and technology solutions. It provides data and analytics for global financial professionals. The firm works with different client firms, including investment banks, asset management firms, private equity firms, universities, and corporations. The company was founded in 1999 and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
Poseidon Research China Co., Ltd.
![]() Poseidon Research China Co., Ltd. Miscellaneous Commercial ServicesCommercial Services Poseidon Research China Co., Ltd. specializes in due diligence and business intelligence solutions. It offers management due diligence, regulatory risk analysis, strategic consulting, compliance assessment, and deal origination. The firm offers its services to global financial institutions, corporations, and multilateral institutions. The company was founded in 2007 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Director/Board Member | |
RapidSOS, Inc.
![]() RapidSOS, Inc. Services to the Health IndustryHealth Services RapidSOS, Inc. engages in the provision of emergency communication platform. It offers a life-saving data from connected devices directly to 9-1-1, and first responders in an emergency. It covers data integration for connected car, security, wearable, and mobile apps. The company was founded by Michael Martin and Nicholas Horelik in 2013 and is headquartered in New York, NY. | Services to the Health Industry | Corporate Officer/Principal | |
MALLINCKRODT PLC | Pharmaceuticals: Major | Corporate Officer/Principal | |
Aquicore, Inc.
![]() Aquicore, Inc. Packaged SoftwareTechnology Services Aquicore, Inc. engages in the provision of commercial real estate software services. It offers an all-in-one asset operations and management platform. It solutions includes utility load analytics, utility budget, HVAC analytics, tenant billing, and building connectivity. The company was founded by Logan Soya in 2013 and is headquartered in Washington, DC. | Packaged Software | Director/Board Member | |
Optimal Dynamics, Inc.
![]() Optimal Dynamics, Inc. Packaged SoftwareTechnology Services Optimal Dynamics, Inc. provides AI to the supply chain and logistics industry. The company is headquartered in Thousand Oaks, CA. | Packaged Software | Director/Board Member | |
T-Rex Group, Inc.
![]() T-Rex Group, Inc. Packaged SoftwareTechnology Services T-Rex Group, Inc. provides of managed services and enterprise software for complex asset classes. It specializes in valuation, risk analysis, and structuring tools to unlock investment opportunities for various asset classes. The company was founded by Benjamin B. Cohen in 2012 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Westly Capital Management LLC
![]() Westly Capital Management LLC Investment ManagersFinance Westly Capital Management LLC (The Westly Group) is a venture capital firm founded in 2007 by Steven Westly. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
Friendly Finances, Inc.
![]() Friendly Finances, Inc. Packaged SoftwareTechnology Services Friendly Finances, Inc. develops mobile applications for investment advisory services. It offers Penny, a mobile software application that provides personal finance management, financial security and additional services, including monitoring for unwanted and unauthorized charges for credit card accounts, bank accounts and other financial accounts specified by the user and others. The company was founded by Mitchell Lee and Alex Quach in 2015 and is headquartered in San Francisco, CA. | Packaged Software | Consultant / Advisor | |
IKARIA, INC. | Biotechnology | Corporate Officer/Principal | |
Torchlight Consulting LLC
![]() Torchlight Consulting LLC Miscellaneous Commercial ServicesCommercial Services Torchlight Consulting LLC provides scientific and technical consulting services. The private company is based in Lac Du Flambeau, WI. | Miscellaneous Commercial Services | Director/Board Member |
Statistik
International
Vereinigte Staaten | 41 |
Hong Kong | 4 |
Polen | 2 |
China | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 14 |
Consumer Services | 12 |
Technology Services | 9 |
Health Technology | 6 |
Commercial Services | 4 |
Operativ
Corporate Officer/Principal | 100 |
Undergraduate Degree | 90 |
Director/Board Member | 69 |
Analyst-Equity | 41 |
Private Equity Investor | 29 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Neil Devani | 16 |
Cynthia A. Baldwin | 15 |
Lee Kimball | 14 |
Yat Sing Choi | 14 |
Amanda Abrams | 11 |
Aniyia L. Williams | 11 |
Timothy Wang | 11 |
George H. Kirby | 11 |
Jason Klein | 10 |
Scott Kirker | 10 |
Arthur Hull Hayes | 9 |
Brad Burke | 8 |
Matt Resnick | 8 |
Julio Rodríguez Contreras | 7 |
Thomas Englese | 7 |
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