Stephen Soviero
Analyst-Equity bei AJ Wealth Strategies LLC
Ursprung des Netzwerks ersten Grades von Stephen Soviero
Einheit | Art der Einheit | Industrie | |
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Fairfield University
22
| College/University | Other Consumer Services | 22 |
AJ Wealth Strategies LLC
AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth Strategies LLC (AJ Wealth) is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2012 by Andrew Cooper and Justyn Volesko. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. AJ Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates and certain pooled investment vehicle(s).
10
| Subsidiary | Investment Managers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Stephen Soviero
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
Portfolio Advisors LLC
Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Investment Managers | Private Equity Investor | |
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 | |
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 | Analyst-Equity | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Trading-Equity | |
kSARIA Corp.
kSARIA Corp. Electrical ProductsProducer Manufacturing kSARIA Corp. manufactures and installs fiber-optic cables, connectors, and cable assemblies. It offers shipboard, aerospace, tactical, RF and microwave assemblies, expanded beam fiber optic cable assemblies, electro-mechanical manufacturing, electrical cable assemblies and harnesses, and fiber optic kits and supplies. The firm also offers field, cable, research and development design services. The company was founded by Andre Sharon in 2000 and is headquartered in Methuen, MA. | Electrical Products | Corporate Officer/Principal | |
Birinyi Associates, Inc.
Birinyi Associates, Inc. Investment ManagersFinance Birinyi Associates, Inc. is an independent stock research and money management firm headquartered in Westport, Connecticut. It was founded by Laszlo Birinyi, Jr. in 1989. The firm manages investment accounts for high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
Weeden & Co. LP
Weeden & Co. LP Investment Banks/BrokersFinance Founded in 1922, Weeden & Co. LP is a broker/dealer headquartered in Greenwich, Connecticut with additional offices in Boston, Chicago, Minneapolis and San Francisco. The firm offers a full array of investment services with independent value-added research covering various sectors. Weeden's research goal is to produce independent, actionable long/short ideas that are free from the inherent conflicts created by investment banking. The firm vigilantly monitors proprietary, quantitative and fundamental indicators across all asset classes to identify and communicate important inflection points within the marketplace to clients. Their equities trading division specializes in difficult-to-execute orders. They are a member of the FINRA, NASDAQ and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Metro Commercial Real Estate, Inc.
Metro Commercial Real Estate, Inc. Real Estate DevelopmentFinance Part of Berkshire Hills Bancorp, Inc., Metro Commercial Real Estate, Inc. is a national, full-service, retail real estate advisory company based in PA. The American company provides tenant, landlord, property management, investment, and development services for the retail and commercial real estate industries. Metro Commercial Real Estate, Inc. was founded by Daniel J. Hughes and Tom Londres has been the CEO of the company since June 26, 2017. | Real Estate Development | Corporate Officer/Principal | |
First National Realty Partners LLC | Investment Managers | Corporate Officer/Principal | |
MCB Real Estate LLC
MCB Real Estate LLC Real Estate DevelopmentFinance MCB Real Estate LLC provides real estate investment services. The private company is based in Baltimore, MD and has subsidiaries in the United States. The company was founded by Peter M. Pinkard. | Real Estate Development | Corporate Officer/Principal | |
University of Florida | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
Aquiline Capital Partners LLC
Aquiline Capital Partners LLC Investment ManagersFinance Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London. | Investment Managers | Investor Relations Contact | |
OCM Distressed Debt Group
OCM Distressed Debt Group Investment ManagersFinance OCM Distressed Debt Group (OCM) is an private equity firm founded in 1995 by Bruce Allen Karsh and Sheldon Michael Stone. The firm is an operating division of Oaktree Capital Management LP. The firm is headquartered in Los Angeles. | Investment Managers | Private Equity Investor | |
Baystate Financial Services LLC
Baystate Financial Services LLC Miscellaneous Commercial ServicesCommercial Services Baystate Financial Services LLC offers financial products and services. It provides individualized and comprehensive financial planning as well as risk management and investment products. The firm's products and services include annuities, financial planning, life insurance, survivorship life insurance, variable universal life insurance, disability income insurance, and estate planning. The company was founded 1901 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
17 Capital LLP
17 Capital LLP Investment ManagersFinance 17 Capital LLP (17 Capital) is a private equity firm founded in 2008 by Pierre–Antoine. The firm is headquartered in London. | Investment Managers | Private Equity Investor | |
TIG Advisors LLC
TIG Advisors LLC Investment ManagersFinance TIG Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Carl Tiedemann, III in 2006 and is wholly-owned by TIG Trinity Management LLC. TIG Advisors provides discretionary investment advisory services to clients who consists of pooled investment vehicles intended for institutional investors and other sophisticated investors and separately managed accounts. | Investment Managers | Analyst-Equity | |
Oxford Square Management LLC
Oxford Square Management LLC Investment ManagersFinance Oxford Square Management LLC (Oxford Square) is a private equity firm founded in 2003. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Comptroller/Controller/Auditor | |
Blue Wolf Capital Partners LLC
Blue Wolf Capital Partners LLC Investment ManagersFinance Blue Wolf Capital Partners LLC (Blue Wolf Capital Partners) is an independent private equity firm founded in 2005 by Adam Blumenthal and Josh-Wolf-Powers. The firm is headquartered in New York City, New York. | Investment Managers | Private Equity Investor | |
Deloitte LLP (New York)
Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity | |
Gabelli Funds LLC
Gabelli Funds LLC Investment ManagersFinance Gabelli Funds LLC is a SEC-registered investment advisor headquartered in Rye, New York. The firm is a wholly owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). Gabelli Funds provides discretionary investment advisory services primarily to open and closed-end investment companies. | Investment Managers | Analyst-Fixed Income | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
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. | Investment Managers | Corporate Officer/Principal | |
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 | |
Salve Regina University | College/University | Undergraduate Degree | |
Virtus Fixed Income Advisers LLC
Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Analyst-Fixed Income | |
DePaul University | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
Drexel University | College/University | Doctorate Degree | |
Argosy Private Equity
Argosy Private Equity Investment ManagersFinance Argosy Private Equity (Argosy Private Equity) is a private equity subsidiary of Argosy Capital Group LLC (PA) founded in 1990 by Kirk B. Griswold and John P. Kirwin. The firm is headquartered in Wayne, Pennsylvania. | Investment Managers | Private Equity Analyst | |
Grant Thornton LLP
Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Skin Center
The Skin Center Other Consumer ServicesConsumer Services The Skin Center is a leading aesthetics practice that offers a range of cosmetic and plastic surgery services, non-invasive skin rejuvenation, and body contouring technologies. The company was founded by Dominic Brandy and is based in Pittsburgh, PA. Book an appointment with one of their expert providers today. With over 40 years of experience, the company has served more than 500,000 patients and is a top provider of Botox and fillers nationally. The Skin Center has eight medical spas across Pennsylvania and Ohio. | Other Consumer Services | Director of Finance/CFO | |
Barclaycard USA
Barclaycard USA Finance/Rental/LeasingFinance Part of Barclays PLC, Barclaycard USA is a financial services company that offers credit cards, savings accounts, CDs, and personal loans. The company is based in Wilmington, DE. The text from the 'description' provides instructions for updating a browser and promotes a limited-time offer of earning bonus points after spending a certain amount on purchases. | Finance/Rental/Leasing | Corporate Officer/Principal | |
PJM Interconnection LLC
PJM Interconnection LLC Electric UtilitiesUtilities PJM Interconnection LLC monitors and coordinates the movement of wholesale electricity. The company was founded in 1927 and is headquartered in Audubon, PA. | Electric Utilities | Corporate Officer/Principal | |
Alexander Capital Advisors LLC
Alexander Capital Advisors LLC Investment ManagersFinance Alexander Capital Advisors LLC (ACA) is an independent asset management firm headquartered in New Canaan, Connecticut. The firm was founded in 2006 by Thomas Paolozzi. ACA provides investment and portfolio management services to individuals and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Prospector Partners LLC
Prospector Partners LLC Investment ManagersFinance Prospector Partners LLC (Prospector) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Guilford, Connecticut. The firm was founded in 1997 by John D. Gillespie. Prospector provides discretionary investment management services to various institutional clients, which includes, but not limited to, private investment funds, a registered investment company, insurance companies, and other corporate or institutional entities. | Investment Managers | Analyst-Equity | |
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 | |
Siena College | College/University | Undergraduate Degree | |
University of Scranton | College/University | Undergraduate Degree | |
New Jersey City University | College/University | Undergraduate Degree | |
Saint John's University | College/University | Graduate Degree | |
Manhattan College | College/University | Undergraduate Degree | |
Pepperdine University | College/University | Undergraduate Degree | |
City University London | College/University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 49 |
Deutschland | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 31 |
Consumer Services | 15 |
Commercial Services | 5 |
Producer Manufacturing | 2 |
Utilities | 2 |
Operativ
Undergraduate Degree | 31 |
Analyst-Equity | 21 |
Corporate Officer/Principal | 17 |
Graduate Degree | 10 |
Analyst-Fixed Income | 4 |
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