Ekta Bhaichand Patel
Mitglied des Investmentausschusses bei L. J. Altfest & Co., Inc.
Ursprung des Netzwerks ersten Grades von Ekta Bhaichand Patel
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Pace University
65
| College/University | Other Consumer Services | 65 |
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities.
25
| Subsidiary | Investment Managers | 25 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ekta Bhaichand Patel
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Corporate Officer/Principal Analyst-Equity | |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Director of Research - Equity Corporate Officer/Principal | |
Matrix Asset Advisors, Inc.
 Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix Asset Advisors, Inc. (Matrix) is an independent registered investment advisor headquartered in White Plains, New York. The firm was founded by David A. Katz in 1986. Matrix manages money for individuals, families, endowments, foundations, and retirement plans. | Investment Managers | Chief Operating Officer | |
Hall Capital Partners LLC
 Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Investment Managers | Corporate Officer/Principal | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin 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 | Masters Business Admin Undergraduate Degree | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal | |
| MINRAV HOLDINGS | Real Estate Development | Chairman | |
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 | |
| Boston University | College/University | Graduate Degree Graduate Degree Graduate Degree | |
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 Analyst-Fixed Income Analyst-Fixed Income | |
| Brandeis University | College/University | Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree | |
| City University of New York | College/University | Doctorate Degree Doctorate Degree | |
| Denison University | College/University | Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
| Hofstra University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| The University of Chicago | College/University | Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Graduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| Baruch College | College/University | Undergraduate Degree Graduate Degree | |
| Varna University of Economics | College/University | Masters Business Admin | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
T&M Protection Resources LLC
 T&M Protection Resources LLC Miscellaneous Commercial ServicesCommercial Services T&M Protection Resources LLC provides security executive protection services. It provides a growing portfolio of seamlessly integrated security and intelligence services to leading businesses, financial organizations, investment management firms, corporations, academic institutions and private clients. The company was founded by Robert Trotta and John Molloy in January 1981 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity | |
| The Leonard N Stern School of Business | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal | |
| Essence Partners Ltd. | Chairman | ||
Taizhou Jia Yuan Property Development Co., Ltd.
 Taizhou Jia Yuan Property Development Co., Ltd. Real Estate DevelopmentFinance Part of Jiayuan International Group Ltd., Taizhou Jia Yuan Property Development Co., Ltd. provides property development services. | Real Estate Development | Director/Board Member | |
Yangzhou Guangyuan Property Development Co., Ltd.
 Yangzhou Guangyuan Property Development Co., Ltd. Real Estate DevelopmentFinance Part of Jiayuan International Group Ltd., Yangzhou Guangyuan Property Development Co., Ltd. provides property development services. | Real Estate Development | Director/Board Member | |
| Yangzhou Hengyuan Property Development Co. Ltd. | Director/Board Member | ||
| Yangzhou Mingyuan Property Development Co. Ltd. | Director/Board Member | ||
| JIAYUAN INTERNATIONAL GROUP LIMITED | Real Estate Development | Director/Board Member | |
| VTB Capital AD | Director/Board Member | ||
| PHOENIX CAPITAL HOLDING AD | Real Estate Development | Chief Executive Officer |
Statistik
International
| Vereinigte Staaten | 35 |
| China | 5 |
| Israel | 4 |
| Bulgarien | 4 |
| Hong Kong | 2 |
Sektoral
| Finance | 22 |
| Consumer Services | 18 |
| Commercial Services | 3 |
| Energy Minerals | 2 |
Operativ
| Corporate Officer/Principal | 105 |
| Undergraduate Degree | 81 |
| Director/Board Member | 80 |
| Masters Business Admin | 41 |
| Portfolio Manager-Equities | 33 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Shai Yeshayahu Weil | 30 |
| Ahu Serter | 18 |
| Hiu Nam Cheuk | 16 |
| Jen Hao Kuo | 14 |
| Craig Robert Chobor | 13 |
| Cynthia Tsai | 12 |
| Eric Pollack | 11 |
| Massimo Santicchia | 10 |
| Rich LoPresti | 9 |
| Hui Chen | 8 |
| Igor Maryasis | 7 |
| Dana Cruz | 7 |
| Alex Rudkovsky | 7 |
| Jennifer M. Porter | 7 |
| Wendy Jo | 7 |
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- Ekta Bhaichand Patel
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