![John Stoltzfus](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ursprung des Netzwerks ersten Grades von John Stoltzfus
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
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.
273
| Operating Division | Investment Banks/Brokers | 273 |
Oppenheimer & Co., Inc.
![]() Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.
117
| Subsidiary | Investment Managers | 117 |
Colgate University
50
| College/University | Other Consumer Services | 50 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von John Stoltzfus
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
OPPENHEIMER HOLDINGS INC. | Investment Banks/Brokers | Chief Executive Officer President Director/Board Member Director/Board Member Director/Board Member President Sales & Marketing Director/Board Member Director of Finance/CFO | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
University of California, Berkeley | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree 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 | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
ROTH Capital Partners LLC
![]() ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Northland Securities, Inc.
![]() Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Yale University | College/University | Masters Business Admin Undergraduate Degree 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 Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
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 | Analyst-Equity Trading-Equity Analyst-Equity | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Corporate Officer/Principal | |
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 Analyst-Equity | |
Oppenheimer & Co., Inc. (Wealth Management)
![]() Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co., Inc. (Wealth Management) (Oppenheimer & Co.) is the investment management division of Oppenheimer & Co., Inc., which is ultimately owned by Oppenheimer Holdings, Inc. (NYSE: OPY), an integrated financial services holdings company. Headquartered in New York City, Oppenheimer & Co. provides customized investment advice on a range of traditional and nontraditional products to individuals, families, corporate executives and institutions. | Investment Managers | President Head-Fixed Income Invts | |
EnTitle Direct Group, Inc.
![]() EnTitle Direct Group, Inc. Specialty InsuranceFinance EnTitle Direct Group, Inc. operates as a title insurance and settlement services company which offers insurance products. It also provides title reinsurance services. The company was founded in 1978 and is headquartered in Norwalk, CT. | Specialty Insurance | Founder Director/Board Member | |
Cancer Care, Inc.
![]() Cancer Care, Inc. Hospital/Nursing ManagementHealth Services Cancer Care, Inc. provides cancer treatment services. The firm's services include counseling and support groups, education, financial assistance and practical help. The company was founded in 1944 and is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
Massachusetts Institute of Technology | College/University | Graduate Degree Doctorate Degree | |
Washington University in St. Louis | College/University | Undergraduate Degree Undergraduate Degree | |
OPY ACQUISITION CORP. I | Financial Conglomerates | Director/Board Member Corporate Officer/Principal | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Institutional Sales Corporate Officer/Principal | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | 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 | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Private Equity Investor | |
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 Analyst-Equity | |
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 | |
Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
Harding Loevner LP
![]() Harding Loevner LP Investment ManagersFinance Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds. | Investment Managers | Analyst-Equity | |
Financial Guaranty Insurance Co.
![]() Financial Guaranty Insurance Co. Financial Publishing/ServicesCommercial Services Financial Guaranty Insurance Co. engages in the provision of insurance solutions. It offers financial guaranty, mortgage insurance, and mortgage services for credit enhancement on public finance and structured finance securities. The company was founded by Roger K. Taylor in 1983 and is headquartered in New York, NY. | Financial Publishing/Services | Corporate Officer/Principal | |
Nomura Securities, Inc. | Private Equity Investor | ||
Wesleyan College | College/University | Undergraduate Degree | |
Barnard College | College/University | Undergraduate Degree | |
Lehman Brothers Holdings, Inc.
![]() Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 48 |
Kanada | 2 |
Frankreich | 2 |
Japan | 2 |
Sektoral
Finance | 33 |
Consumer Services | 16 |
Health Services | 2 |
Commercial Services | 2 |
Operativ
Analyst-Equity | 125 |
Corporate Officer/Principal | 115 |
Director/Board Member | 84 |
Undergraduate Degree | 73 |
Independent Dir/Board Member | 25 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Stanley Stern | 23 |
Evan Behrens | 21 |
Stefan Loren | 17 |
Jonathan Fassberg | 15 |
Suraj Kalia | 14 |
Joan D. Khoury | 13 |
Paul Friedman | 12 |
Leland Gershell | 11 |
Timothy Dwyer | 11 |
Leah Cann | 11 |
Kristen Owen | 9 |
John B. Phillips | 9 |
Teresa Glasser | 9 |
Michael W. Phillips | 8 |
Jay Olson | 8 |
- Börse
- Insiders
- John Stoltzfus
- Unternehmensverbindungen