Ursprung des Netzwerks ersten Grades von Alissa Goldwasser
Einheit | Art der Einheit | Industrie | |
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William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.
44
| Subsidiary | Regional Banks | 44 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Alissa Goldwasser
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Walgreen Co.
Walgreen Co. Drugstore ChainsRetail Trade Walgreen Co. engages in the provision of pharmacy, health, and wellness solutions. Its services include pharmacy, front end, health care services, and consumer services. The company was founded by Charles R. Walgreen, Sr. in 1901 and is headquartered in Deerfield, IL. | Drugstore Chains | Public Communications Contact | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Boyar Asset Management, Inc.
Boyar Asset Management, Inc. Investment ManagersFinance Boyar Asset Management, Inc. (Boyar) is an independent registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Mark A. Boyar in 1983. Boyar offers discretionary and non-discretionary investment advisory services to separately managed client accounts, private funds, and open-ended registered investment company. | Investment Managers | Corporate Officer/Principal | |
Hutchinson Capital Management
Hutchinson Capital Management Investment ManagersFinance Hutchinson Capital Management Corp. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by William “Bill” Hutchinson in 1995. HCM provides investment management services and personalized advice for individual, family, trust, retirement plan, and charitable organization clients. | Investment Managers | Analyst-Equity | |
Teacher Retirement System of Texas
Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Corporate Officer/Principal | |
University of Texas Investment Management Co.
University of Texas Investment Management Co. Investment Trusts/Mutual FundsMiscellaneous University of Texas Investment Management Co. (UTIMCO) is a not-for-profit foundation headquartered in Austin, Texas. The Foundation was founded in 1996 to oversee investments for The University of Texas and Texas A&M University Systems. UTIMCO manages four major endowment funds under the fiduciary care of the UT System Board of Regents: the Permanent University Fund (PUF), the Permanent Health Fund (PHF), the Long Term Fund (LTF), and the Separately Invested Funds (SIF). The PHF and the LTF are pooled and invest in shares of the General Endowment Fund (GEF). | Investment Trusts/Mutual Funds | Portfolio Manager-Equities | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
RBO & Co. LLC
RBO & Co. LLC Investment ManagersFinance RBO & Co. LLC (RBO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Saint Helena, California. The firm was founded in 1980 by Reginald B. Oliver. RBO provides investment advice to individuals, family offices, and institutions. | Investment Managers | Corporate Officer/Principal | |
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 | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | |
DePaul University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
The Johns Hopkins University | College/University | Graduate Degree Graduate Degree | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Director of Research - Equity Analyst-Equity | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Investment Managers | Chief Investment Officer Trading-Equity | |
University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree | |
Mesirow Financial, Inc.
Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Investment Managers | Corporate Officer/Principal | |
Barrington Research Associates, Inc.
Barrington Research Associates, Inc. Investment Banks/BrokersFinance Barrington Research Associates, Inc. (Barrington Research) is a full-service investment firm and broker-dealer headquartered in Chicago, Illinois. The firm was founded by Alex P. Paris in 1983. Barrington Research provides investment research, institutional sales & trading, corporate & executive services, investment banking and asset management services to institutional and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal | |
Mark Boyar & Co., Inc.
Mark Boyar & Co., Inc. Investment Banks/BrokersFinance Mark Boyar & Co., Inc. is a private company based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Investment Banks/Brokers | Corporate Officer/Principal | |
Brennan Asset Management
Brennan Asset Management Investment ManagersFinance Part of Allworth Financial Group LP, Brennan Asset Management is a company headquartered in Redding, CA. The firm provides wealth management and advisory services. Allworth Financial LP acquired Brennan Asset Management on January 31, 2024. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Duff & Phelps LLC
Duff & Phelps LLC Investment ManagersFinance Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Investment Managers | Director of Research - Equity | |
University of California, Berkeley | College/University | Undergraduate Degree | |
WALGREENS BOOTS ALLIANCE, INC. | Medical Distributors | Public Communications Contact | |
CHIPOTLE MEXICAN GRILL, INC. | Restaurants | Investor Relations Contact | |
GENERAL MOTORS COMPANY | Motor Vehicles | Investor Relations Contact | |
Morae Global Corp.
Morae Global Corp. Miscellaneous Commercial ServicesCommercial Services Morae Global Corp. provides legal and compliance solutions. It offers advisory and managed, dispute resolution and legal hold management services. The company is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
W.K. Kellogg Foundation
W.K. Kellogg Foundation Investment Trusts/Mutual FundsMiscellaneous W.K. Kellogg Foundation supports children in the areas of education, health, secure families, racial equity and civic engagement. The foundation was founded in 1930 by W.K. Kellogg and is headquartered in Battle Creek, MI. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
University of Maryland | College/University | Undergraduate Degree | |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Analyst-Equity | |
Navidar Group LLC
Navidar Group LLC Investment Banks/BrokersFinance Founded in 2008 Navidar Group LLC is a broker-dealer headquartered in Austin, Texas. Navidar Group is registered with FINRA and SIPC. The firm is a wholly-owned subsidiary of Navidar Holdco LLC, an investment banking firm that provides businesses and investors in dynamic industries with strategic merger and acquisition advice, capital raising solutions and corporate advisory services. Navidar focuses on SaaS software, eCommerce & Internet, IT & engineering services, specialty manufacturing, and healthcare information technology companies. | Investment Banks/Brokers | Analyst-Equity |
Statistik
International
Vereinigte Staaten | 47 |
Ägypten | 2 |
Kanada | 2 |
Sektoral
Finance | 23 |
Consumer Services | 18 |
Miscellaneous | 4 |
Commercial Services | 4 |
Retail Trade | 2 |
Operativ
Corporate Officer/Principal | 77 |
Director/Board Member | 47 |
Analyst-Equity | 46 |
Undergraduate Degree | 38 |
Masters Business Admin | 26 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Jonathan Phillips | 25 |
John P. Kayser | 15 |
Ben Ellis | 12 |
Patrick Thomas Brennan | 11 |
Joseph LaManna | 11 |
Winton G. Gibbons | 10 |
Ashish Kohli | 10 |
Tim M. Murray | 9 |
John Harris | 8 |
Dan Escovitz | 8 |
John Steven Sonnier | 8 |
Sean McNally | 7 |
Jeff Houston | 7 |
John Weidemoyer | 7 |
Tom Postek | 7 |
- Börse
- Insiders
- Alissa Goldwasser
- Unternehmensverbindungen