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Jared B. Perry
Direktor/Vorstandsmitglied bei Chartway Federal Credit Union
Ursprung des Netzwerks ersten Grades von Jared B. Perry
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Wake Forest University
124
| College/University | Other Consumer Services | 124 |
Chartway Federal Credit Union
![]() Chartway Federal Credit Union Savings BanksFinance Chartway Federal Credit Union provides financial services. The firm offers loans and credit cards, auto, recreational and student loan, online banking, and other related services. The company was founded on September 4, 1959 and is headquartered in Virginia Beach, VA.
15
| Private Company | Savings Banks | 15 |
Fiduciary Trust International LLC
![]() Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.
13
| Subsidiary | Investment Managers | 13 |
DUMAC, Inc.
![]() DUMAC, Inc. Investment ManagersFinance DUMAC, Inc. is the investment arm of Duke University, a private research university headquartered in Durham, North Carolina. Founded in 1989, the firm manages Duke University’s endowment assets. In addition to managing Duke’s endowment, DUMAC also manages the university’s defined benefit pension plan assets, Duke University Health System’s investments, and much of the university’s working capital. DUMAC also manages the assets of The Duke Endowment, the private charitable trust established by Duke University’s founder, James B. Duke.
3
| Subsidiary | Investment Managers | 3 |
Duke University Health System, Inc.
![]() Duke University Health System, Inc. Medical/Nursing ServicesHealth Services Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC.
2
| Non-Profit Organization | Medical/Nursing Services | 2 |
Public Company | Specialty Stores | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jared B. Perry
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 | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Nuveen Investments, Inc.
![]() Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
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 | Comptroller/Controller/Auditor | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree Graduate 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-Equity Analyst-Equity Analyst-Equity | |
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 | Masters Business Admin Corporate Officer/Principal | |
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 Masters Business Admin | |
Eastover Investment Advisors LLC
![]() Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
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 Private Equity Investor | |
Stonehorse Capital Management
![]() Stonehorse Capital Management Investment ManagersFinance Part of Franklin Resources, Inc., Stonehorse Capital Management is a company that manages an investment fund. The company is based in Boston, MA. Stonehorse Capital Management was acquired by Fiduciary Trust International LLC on July 22, 2011. | Investment Managers | Corporate Officer/Principal Public Communications Contact | |
Boston College | College/University | Masters Business Admin Masters Business Admin | |
University of Georgia | College/University | Masters Business Admin Undergraduate Degree | |
The University of Chicago | College/University | 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 | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
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 | Market Strategist Corporate Officer/Principal | |
University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
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 | |
GE Consumer Finance, Inc.
![]() GE Consumer Finance, Inc. Finance/Rental/LeasingFinance GE Consumer Finance provides mortgages, credit cards and personal loans. The company is headquartered in Holladay, UT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin | |
Clearsense LLC
![]() Clearsense LLC Packaged SoftwareTechnology Services Clearsense LLC provides data to health care professionals to provide the patient with quick easy health car. The company was founded by Gene Scheurer, Charles Boicey and Jason Mabry in 2013 and is headquartered in Jacksonville, FL. | Packaged Software | Director/Board Member | |
Trice Medical, Inc.
![]() Trice Medical, Inc. Medical SpecialtiesHealth Technology Trice Medical, Inc. provides diagnostics services. Its products enable micro invasive surgeon visualization procedures that offer painless, cosmetically undetectable, and surgical grade care in the office environment. The company was founded in 2012 and is headquartered in King of Prussia, PA. | Medical Specialties | Director/Board Member | |
Magnolia Medical Technologies, Inc.
![]() Magnolia Medical Technologies, Inc. Electronic Equipment/InstrumentsElectronic Technology Magnolia Medical Technologies, Inc. develops medical devices that focus on improving the accuracy of diagnostic blood culture tests. The company was founded by Gregory J. Bullington and Richard G. Patton and is headquartered in Seattle, WA. | Electronic Equipment/Instruments | Director/Board Member | |
ENT Specialty Partners, Inc.
![]() ENT Specialty Partners, Inc. Medical/Nursing ServicesHealth Services ENT Specialty Partners, Inc. is a collaborative community of ear, nose, and throat specialists that aims to provide excellent patient care. ENT Specialty Partners has partner practices located across 18 locations. The company is based in Austin, TX and was founded by Ron Kuppersmith. The company brings together world-class physicians, practice solutions, team members, and innovations to be the foremost provider of ENT services in the country. With over 60 ENT physicians and a wide network of advanced practice providers and audiologists/hearing specialists, the company offers a wide range of services in otolaryngology, head and neck surgery, audiology, and allergy treatments. Ron Kuppersmith has been the CEO since incorporation. | Medical/Nursing Services | Director/Board Member | |
83Bar LLC
![]() 83Bar LLC Advertising/Marketing ServicesCommercial Services 83Bar LLC is a healthcare solutions provider that aims to bridge the gap between patient awareness and patient action to drive positive healthcare outcomes. The company is based in Austin, TX. It is passionate about providing healthcare solutions to patients and committed to providing activated patients to its clients. The company envisions a world where patients are empowered with the knowledge and hope they need to pursue personalized healthcare solutions from innovative life science companies who aren’t satisfied with the status quo. The company was founded by Bob Baurys, Sue Hrim, and Daniel Maynard, with Bob Baurys serving as the CEO since incorporation. | Advertising/Marketing Services | Director/Board Member | |
Lazard Asset Management LLC
![]() Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Analyst-Equity | |
Perspectum Ltd.
![]() Perspectum Ltd. Medical/Nursing ServicesHealth Services Perspectum Ltd. provides technology solutions for diagnosing and staging liver disease. The company was founded by Rajarshi Banerjee, Stefan Karl Neubauer, Matthew David Robson, Alastair Cavanagh, James Hugh Charteris Mallinson and John Michael Brady on September 18, 2012 and is headquartered in Oxford, the United Kindgom. | Medical/Nursing Services | Director/Board Member | |
Healthquest Capital Management Co LLC
![]() Healthquest Capital Management Co LLC Investment ManagersFinance HealthQuest Capital Management Co LLC (HealthQuest Capital ) is a private equity firm founded in 2013 by Garheng Kong and Randy L. Scott. The firm is headquartered in Redwood City, California. | Investment Managers | Private Equity Investor | |
Riposte Capital LLC
![]() Riposte Capital LLC Investment ManagersFinance Riposte Capital LLC (Riposte) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Khaled Beydoun in 2015. Riposte provides discretionary investment management services to qualified investors through their private funds. | Investment Managers | Analyst-Equity | |
Southeast BIO | Director/Board Member | ||
Moelis & Co. LLC
![]() Moelis & Co. LLC Investment Banks/BrokersFinance Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 46 |
Irland | 2 |
Deutschland | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 29 |
Consumer Services | 12 |
Commercial Services | 4 |
Health Services | 3 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 146 |
Director/Board Member | 131 |
Undergraduate Degree | 87 |
Analyst-Equity | 53 |
Masters Business Admin | 39 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Kevin Maxwell | 20 |
Katie P. Kurtz | 19 |
Frank Young | 16 |
Richard Afable | 15 |
Jay Helvey | 15 |
Ogden Phipps | 15 |
Mark O'Neil | 15 |
Mark Roberson | 14 |
Scott R. Kirkendall | 13 |
Joe B. Alala | 13 |
Anthony Williams | 12 |
Matthew Coleman | 12 |
Scott Dickinson | 10 |
Ian Mohler | 10 |
Matthew Anton Hultquist | 10 |
- Börse
- Insiders
- Jared B. Perry
- Unternehmensverbindungen