David Bautz
Analyst-Equity bei Zacks Investment Research, Inc. (Small Cap Research)
Ursprung des Netzwerks ersten Grades von David Bautz
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
The University of North Carolina at Chapel Hill
106
| College/University | Other Consumer Services | 106 |
Zacks Investment Research, Inc. (Small Cap Research)
15
| Operating Division | Investment Managers | 15 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von David Bautz
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
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 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-Equity Corporate Officer/Principal | |
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 | |
Kenan-Flagler Business School | College/University | Masters Business Admin Corporate Officer/Principal Consultant / Advisor Corporate Officer/Principal Masters Business Admin Graduate Degree Graduate 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 Corporate Officer/Principal Graduate Degree Undergraduate Degree Doctorate Degree | |
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-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income | |
Zacks Investment Research, Inc.
Zacks Investment Research, Inc. Investment ManagersFinance Founded by Len Zacks in 1978, Zacks Investment Research, Inc. is an SEC-registered broker/dealer and investment research firm headquartered in Chicago, Illinois with an office in Irvine, California. The firm is principally owned by The Greenwood Trust. Zacks makes both short-term and long-term investment recommendations using the following investment styles: aggressive growth, growth/income, momentum, value, technicals and options. Zack Investment Research employs the Zacks Rank, a 100% a peerless stock rating system that is based on a quantitative model that includes the use of four factors including as earnings estimate revisions and earnings surprises. Stocks are classified into five groups, ranging from 'Strong Buy' to 'Strong Sell.' Zacks Rank is completely mathematical and focuses only on the math and whether the math predicts that a stock's price will rise. It is a short-term indicator of stock performance that is effective for 1 to 3 months. The Zacks Recommendation process begins with a new quantitative model that employs the Zacks Rank. The firm then utilizes qualitative insights to develop a unique recommendation based on a 6 month time horizon. Zacks Investment Research provides coverage primarily on the following sectors: (1) manufacturers of electrical components (2) photo optics/lasers (3) HPC computing platforms (4) manufacturers and distributors of textiles (5) information technology (6) independent oil and gas companies involved in the exploration, development and acquisition of crude oil and natural gas (6) providers of docking, manipulator and wafer probing interface products for semiconductor and ATE manufacturers (7) companies that design and manufacture oscilloscopes, serial data analyzers and protocol analyzers to test, measure and analyze electronic signals (8) manufacturers of branded toys, collectibles, hobby or infant products and (9) financial services companies. | Investment Managers | Analyst-Equity Director of Research - Equity Analyst-Equity Analyst-Equity 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 Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
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 Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity | |
UNC Kenan-Flagler Private Equity Fund
UNC Kenan-Flagler Private Equity Fund Investment ManagersFinance UNC Kenan-Flagler Private Equity Fund (UNC Kenan-Flagler) is a private equity subsidiary of KFBSF, Inc. founded in 2007 by Greg Brown. The firm is headquartered in Chapel Hill, North Carolina. | Investment Managers | Private Equity Investor Private Equity Investor | |
Plexus Capital LLC
Plexus Capital LLC Investment ManagersFinance Plexus Capital LLC (Plexus Capital) is a private equity firm founded in 2005 by Kel Landis. The firm headquartered in Raleigh, North Carolina. | Investment Managers | Corporate Officer/Principal Private Equity Analyst | |
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 Analyst-Equity | |
TrueBridge Capital Partners LLC
TrueBridge Capital Partners LLC Investment ManagersFinance TrueBridge Capital Partners LLC (TrueBridge) is a venture capital firm founded in 2007 by Edwin Poston and Mel Williams. The firm is headquartered in Chapel Hill, North Carolina. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
Leeds Illuminate Advisors Ltd.
Leeds Illuminate Advisors Ltd. Investment ManagersFinance Leeds Illuminate Advisors Ltd (Leeds Illuminate) is a private equity firm founded by Susan E. Cates and Elizabeth Wills Chou. The firm is headquartered in Chapel Hill, North Carolina. | Investment Managers | Founder Private Equity Investor | |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
Gladstone Management Corp.
Gladstone Management Corp. Investment ManagersFinance Gladstone Management Corp (Gladstone management) is a private equity subsidiary of Gladstone Holding Corp founded in 2001 by David J. The firm is headquartered in McLean, Virginia. | Investment Managers | Private Equity Analyst | |
Oxeon Investments LLC
Oxeon Investments LLC Investment ManagersFinance Oxeon Investments LLC (Oxeon Investments) is a venture capital firm founded in 2011 by Trevor Price. The firm is headquartered in New York with additional offices in Seattle, Washington and Nashville, Tennessee. | Investment Managers | Private Equity Analyst | |
RealMed Corp.
RealMed Corp. Regional BanksFinance RealMed Corp. provides health care administration solutions which use Internet to automate health care transactions and information exchange between providers, payers, and patients. Its revenue cycle management is a menu of services extended to clients, both payers and providers, which include claims preparation, management, and payments as well as accounts receivable management. The company was founded in 1995 and is headquartered in Indianapolis, IN. | Regional Banks | Corporate Officer/Principal | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
Signature Financial Management, Inc.
Signature Financial Management, Inc. Investment ManagersFinance Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations. | Investment Managers | Analyst-Equity | |
Wonolo, Inc.
Wonolo, Inc. Packaged SoftwareTechnology Services Wonolo, Inc. engages in the provision of staffing solutions. It offers pick and pack fulfillment operations, warehouse staffing, and event staffing services. The company was founded by Yong Kim and Asher Jeremy Brustein in November 2013 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
University of Virginia | College/University | Masters Business Admin | |
The Mom Project Inc.
The Mom Project Inc. Internet Software/ServicesTechnology Services The Mom Project Inc. engages in the provision of digital talent marketplace and community that connect professional women with companies. The company was founded by Allison Robinson and Gregory Robinson in 2017 and is headquartered in Chicago, IL. | Internet Software/Services | Director/Board Member | |
GlaxoSmithKline LLC
GlaxoSmithKline LLC Pharmaceuticals: MajorHealth Technology GlaxoSmithKline LLC engages in discovering, developing, and delivering medicines, vaccines, and other healthcare products. It offers prescription medicines that treat various diseases, including cancer, HIV/AIDS, depression, diabetes, high blood pressure, herpes, asthma, migraine, and heart diseases, as well as stomach and skin problems, infections, and flu. It also provides vaccines for children and adults; and over-the-counter products. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Pharmaceuticals: Major | Corporate Officer/Principal | |
Cecelia Health, Inc.
Cecelia Health, Inc. Medical SpecialtiesHealth Technology Cecelia Health, Inc. provides web based diabetes coaching services. The firm offers Fit4D platform that provides electronic interactions in patient-preferred modalities, such as phone, email, text, web that address patient specific issues in the patient’s preferred format, including articles, videos, and webinars. The company was founded by David G. Weingard in 2009 and is headquartered in New York, NY. | Medical Specialties | Director/Board Member | |
Council for Entrepreneurial Development
Council for Entrepreneurial Development Miscellaneous Commercial ServicesCommercial Services Council for Entrepreneurial Development provides an interactive forum for entrepreneurs, investors, service professionals, academicians, researchers and public policy makers. Its services and programs include connections to capital, venture mentoring, and signature conferences empower member companies to go further. The company was founded in 1984 and is headquartered in Durham, NC. | Miscellaneous Commercial Services | Director/Board Member | |
Morgan Creek Digital Assets LLC
Morgan Creek Digital Assets LLC Investment ManagersFinance Morgan Creek Digital Assets LLC (Morgan Creek Digital) is a venture capital subsidiary of Morgan Creek Capital Management LLC founded in 2018 by Anthony Pompliano and Jason A. Williams. The firm is headquartered in Chapel Hill, North Carolina. | Investment Managers | Private Equity Investor | |
Aether Investment Partners LLC
Aether Investment Partners LLC Investment ManagersFinance Aether Investment Partners LLC (Aether Investment Partners) is a private equity firm founded in 2008 by Sean A. Goodrich and Troy R. Schell. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Analyst | |
Morgan Creek Capital Management LLC
Morgan Creek Capital Management LLC Investment ManagersFinance Morgan Creek Capital Management LLC (Morgan Creek) is a SEC-registered investment advisor and hedge fund manager headquartered in Chapel Hill, North Carolina. The firm was founded by Mark W. Yusko in 2004 and is a subsidiary of MCCM Group LLC. Morgan Creek provides discretionary investment advisory services to various private investment funds of funds and Regulated Investment Company (RIC). They also provide non-discretionary advisory services to a number of family offices, foundations, endowments and other investment adviser. | Investment Managers | Analyst-Equity | |
Indian Institute of Technology Kanpur | College/University | Undergraduate Degree | |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Corporate Officer/Principal | |
SJF Management LLC
SJF Management LLC Investment ManagersFinance SJF Management LLC (SJF Ventures) is a venture capital firm founded in 1999 by Rick J. Defleux and Dave Kirkpatrick. The firm is headquartered in Durham, North Carolina. | Investment Managers | Private Equity Analyst | |
April Building Services, Inc.
April Building Services, Inc. Engineering & ConstructionIndustrial Services April Building Services, Inc. operates as a building service provider. The firm's services include window cleaning, waterproofing, metal refinishing, tie-back and davit installation, and additional remedial services. The company was founded by Bill Ferguson in 1988 and is headquartered in Dallas, TX. | Engineering & Construction | Director/Board Member | |
B Lab Co.
B Lab Co. Miscellaneous Commercial ServicesCommercial Services B Lab Co. provides business support services. It offers certification to the companies with highest standards of verified, overall social and environmental performance, public transparency, and legal accountability. The company was founded by Jay Coen Gilbert, Bart Houlahan, and Andrew Kassoy on July 5, 2006 and is headquartered in Berwyn, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Berens Capital Management LLC
Berens Capital Management LLC Investment ManagersFinance Berens Capital Management LLC (Berens Capital) is an independent hedge fund management firm headquartered in New York City. The firm was founded by Rodney Berens in 2000 and is a subsidiary of Alternative Investment Group LLC. Berens Capital provides investment advice to high net worth clients. | Investment Managers | Analyst-Equity | |
Triangle Capital Corp. (Private Equity)
Triangle Capital Corp. (Private Equity) Investment ManagersFinance Triangle Capital Corp. is a private equity investment arm of Triangle Capital Corp. (NasdaqGS: TCAP) founded in 2006 at Raleigh, North Carolina. Triangle is an internally-managed business development company that provides customized financing solutions for lower middle-market companies throughout the US. | Investment Managers | Private Equity Analyst | |
Pearson Education, Inc.
Pearson Education, Inc. Publishing: Books/MagazinesConsumer Services Pearson Education, Inc. publishes educational and professional books. Its brands include Prentice Hall, Longman, Scott Foresman, Addison Wesley, Allyn & Bacon, Benjamin Cummings, PASeries, ELLis, Celebration Press, PEMSolutions, SuccessMaker, Waterford, and Family Education Network. The company was founded in 1998 and is headquartered in Upper Saddle River, NJ. | Publishing: Books/Magazines | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 47 |
Polen | 2 |
Indien | 2 |
Sektoral
Finance | 33 |
Consumer Services | 7 |
Commercial Services | 5 |
Technology Services | 3 |
Health Technology | 3 |
Operativ
Corporate Officer/Principal | 115 |
Undergraduate Degree | 93 |
Analyst-Equity | 93 |
Director/Board Member | 72 |
Masters Business Admin | 31 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Stick Williams | 23 |
Susan Cates | 17 |
Gao Bin | 16 |
Elizabeth Senko | 14 |
Varun Talukdar | 14 |
Stephanie Nieman | 12 |
Thomas Daniel Kerr | 10 |
Tim Moore | 10 |
Justin Wright-Eakes | 9 |
Ethan Wang | 9 |
Ian Gilson | 9 |
John D. Vandermosten | 9 |
Ty Powers | 8 |
Benjamin Maynor | 8 |
Ann Heffron | 8 |
- Börse
- Insiders
- David Bautz
- Unternehmensverbindungen