Ursprung des Netzwerks ersten Grades von Blake Robert Karls
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Truman State University
10
| College/University | Other Consumer Services | 10 |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL.
9
| Subsidiary | Investment Banks/Brokers | 9 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Blake Robert Karls
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Advisory Research, Inc.
Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Investment Managers | Portfolio Manager-Equities | |
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 | |
Washington University in St. Louis | College/University | Graduate Degree | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
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 | Corporate Officer/Principal | |
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 | Analyst-Equity Analyst-Equity | |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Guggenheim Securities LLC
Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Director of Research - Equity | |
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 | |
Humanscale Corp.
Humanscale Corp. Office Equipment/SuppliesProducer Manufacturing Humanscale Corp. specializes in office ergonomics. Its products include chairs, keyboard supports, monitor arms, task lighting, central processing unit holders, ergo tools, access rail, glare filters, foot machine, laptop holders, switch mouse, and copy holders. The company was founded by Robert King in 1982 and is headquartered in Greenwood Village, CO. | Office Equipment/Supplies | Corporate Officer/Principal | |
San Diego State University | College/University | Undergraduate Degree | |
Beta Wealth Group, Inc.
Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Investment Managers | Portfolio Manager-Equities | |
MoffettNathanson LLC
MoffettNathanson LLC Investment ManagersFinance Part of SVB Financial Group, MoffettNathanson LLC is a company that provides investment research. The company is based in New York, NY. The company was founded in 2013 by Michael Brian Nathanson, Craig Eder Moffett. | Investment Managers | Analyst-Equity | |
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 | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
Kansas State University | College/University | Masters Business Admin | |
Olin Business School | College/University | Masters Business Admin | |
Amazon Web Services, Inc.
Amazon Web Services, Inc. Data Processing ServicesTechnology Services Amazon Web Services, Inc. engages in provision of information technology infrastructure services. Its solutions include archiving, backup and restore, blockchain, business applications, containers, content delivery, database migrations, data lakes and analytics, development operations, e-commerce, high performance computing, hybrid cloud architectures, Internet of Things, mobile services, modern application development, scientific computing, serverless computing, and websites. The company was founded by Andrew R. Jassy in 2006 and is headquartered in Seattle, WA. | Data Processing Services | Corporate Officer/Principal | |
In-Q-Tel, Inc.
In-Q-Tel, Inc. Financial ConglomeratesFinance In-Q-Tel, Inc. operates as alternative investment company. It offers services which include investing side-by-side with venture firms, help develop sustainable solutions and use off-the-shelf products to start-ups developing innovation technologies. The company was founded in February 1999 and is headquartered in Arlington, VA. | Financial Conglomerates | President | |
Center for Strategic & International Studies, Inc.
Center for Strategic & International Studies, Inc. Miscellaneous Commercial ServicesCommercial Services Center for Strategic & International Studies, Inc. provides strategic insights & policy solutions to decision makers in government, international institutions, the private sector, and civil society. Its projects focus on areas such as AIDS, arms control, conflict resolution, NATO, the environment, immigration, intelligence, trade, health care, OPEC, space policy, and terrorism. The company was founded in 1962 by David M. Abshire and Admiral Arleigh Burke and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
MetroStar Systems, Inc.
MetroStar Systems, Inc. Information Technology ServicesTechnology Services MetroStar Systems, Inc. provides information technology services. It offers support streamlining and integrating business, automation, metrics and analytic forecasting, customized information technology development, training, and strategies. The company was founded by Ali Rexa Manouchehri and Robert Santos in 1999 and is headquartered in Reston, VA. | Information Technology Services | Consultant / Advisor | |
Lisa Health, Inc.
Lisa Health, Inc. Medical/Nursing ServicesHealth Services Lisa Health, Inc. provides a science-backed, personalized menopause app called midday. The company is based in Oakland, CA. The app helps women manage their menopause symptoms and overall health, by tracking their menopause stage and symptoms. It also provides access to menopause specialists, therapeutic support, and education. The company was founded in 2017 by Ann Garnier, who has been the CEO since 2017. | Medical/Nursing Services | Director/Board Member | |
Indiana University | College/University | Undergraduate Degree | |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
Edward Jones Trust Co.
Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Savings Banks | Corporate Officer/Principal | |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Mercer Investment Consulting LLC
Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change. | Investment Managers | Corporate Officer/Principal | |
1858 Capital Partners LLC
1858 Capital Partners LLC Investment Banks/BrokersFinance 1858 Capital Partners LLC is a boutique M&A advisory firm that specializes in mergers and acquisitions and principal investments. The private company is based in Winter Park, FL, and has subsidiaries in the United States. The company has a focus on the middle market and utilizes its network, internal resources, and the latest technology to attain successful transactions. Unlike traditional investment banks, 1858 was formed with a community banking model in mind. The 1858 team is very selective regarding engagements and looks to limit the number of engagements taken on at any one time so maximum client interfacing is achieved. The company was founded in 2022 by Jay Chaudhari, Michael Skat, Michael Ward, Michael A. Okaty. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rollins College (Florida) | College/University | Undergraduate Degree | |
Penta Mezzanine Fund (Private Equity)
Penta Mezzanine Fund (Private Equity) Investment ManagersFinance Penta Mezzanine Fund (Penta Mezzanine) is a private equity firm founded in 2007 by Grant Hill, Seth D. Ellis and Rebecca Irish. The firm is headquartered in Orlando, Florida. | Investment Managers | Private Equity Investor | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Houlihan Lokey Capital, Inc.
Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
Noble Capital Markets, Inc.
Noble Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment. | Investment Banks/Brokers | Analyst-Equity | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Director of Research - Equity | |
Truman State University Foundation
Truman State University Foundation Miscellaneous Commercial ServicesCommercial Services Truman State University Foundation provides scholarships for student of the Truman State University. The company was founded in 1980 and is headquartered in Kirksville, MO. | Miscellaneous Commercial Services | Director/Board Member | |
Financial Services Institute, Inc. | Director/Board Member | ||
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Chief Operating Officer | |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Investment Managers | Chief Operating Officer |
Statistik
International
Vereinigte Staaten | 43 |
Kanada | 2 |
Sektoral
Finance | 29 |
Consumer Services | 8 |
Commercial Services | 4 |
Technology Services | 3 |
Producer Manufacturing | 2 |
Operativ
Corporate Officer/Principal | 26 |
Analyst-Equity | 20 |
Undergraduate Degree | 16 |
Director/Board Member | 8 |
Portfolio Manager-Equities | 6 |
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