![Klein Spencer](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Klein Spencer
Private-Equity-Analyst bei Capital Southwest Management Co.
Ursprung des Netzwerks ersten Grades von Klein Spencer
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
The University of Chicago
526
| College/University | Other Consumer Services | 526 |
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.
405
| Subsidiary | Investment Managers | 405 |
Capital Southwest Management Co.
![]() Capital Southwest Management Co. Investment ManagersFinance Capital Southwest Management Co (Capital Southwest Management) is a private equity/venture capital firm, a subsidiary of Capital Southwest Corp founded in 1961. The firm is headquartered in Dallas, Texas.
23
| Private Company | Investment Managers | 23 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Klein Spencer
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
CAPITAL SOUTHWEST CORPORATION | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal Treasurer Director/Board Member | |
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 Analyst-Equity Corporate Officer/Principal | |
AMERICAN CAPITAL LTD. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
HarbourVest Partners LLC
![]() HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor | |
Cantor Fitzgerald & Co.
![]() Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Analyst-Equity | |
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 | Analyst-Equity | |
HSBC Securities (USA), Inc.
![]() HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Analyst-Fixed Income Market Strategist | |
Heelys, Inc.
![]() Heelys, Inc. Recreational ProductsConsumer Durables Heelys, Inc. designs, markets and distributes action sports-inspired products primarily under the HEELYS brand targeted to the youth market. Its primary product, HEELYS-wheeled footwear, is patented, dual-purpose footwear that incorporates stealth, removable wheel in the heel. HEELYS-wheeled footwear product, includes single-wheel, two-wheel and grind-and-roll. Heelys was founded in 2000 and is headquartered in Carrollton, TX. | Recreational Products | Director/Board Member | |
Berenberg Capital Markets LLC
![]() Berenberg Capital Markets LLC Investment Banks/BrokersFinance Berenberg Capital Markets LLC (BCM) is a broker-dealer firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of Berenberg Americas LLC, ultimately held by Joh. Berenberg, Gossler & Co. KG in Germany. BCM provides equity execution services to institutional and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
New York University | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Vanderbilt University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 Analyst-Equity | |
Princeton University | College/University | Graduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
DePaul University | College/University | Undergraduate Degree Graduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Corporate Officer/Principal Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Yale University | College/University | Graduate Degree Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree | |
BMO Capital Markets Corp. (Broker)
![]() BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Discovery Alliance LLC
![]() Discovery Alliance LLC Miscellaneous Commercial ServicesCommercial Services Discovery Alliance LLC engages in buying and licensing intellectual property. It invests in variety of different technologies and end use markets which include plumbing innovations, HVAC innovations, fire and smoke protection, automotive after-market, environmental indicators, lubricants, commercial construction, architectural innovations, photo-luminescent materials, consumer products, wheeled sporting goods, and commercial mowing and maintenance equipment. The company was founded by John Lynn in 2008 and is headquartered in Austin, TX. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
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 | |
ACCEL ENTERTAINMENT, INC. | Movies/Entertainment | Corporate Officer/Principal | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity | |
Leerink Partners LLC
![]() Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity | |
Federal Reserve Bank of Chicago | General Government | Corporate Officer/Principal | |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
BAML Capital Access Funds Management LLC
![]() BAML Capital Access Funds Management LLC Investment ManagersFinance BAML Capital Access Funds Management LLC (BAML) is a Private Equity firm, a subsidiary of HarbourVest Partners LLC founded in 2006. The firm is headquartered in the US. | Investment Managers | Private Equity Investor | |
Jamanda Ltd.
![]() Jamanda Ltd. Financial ConglomeratesFinance Jamanda Ltd. is an investment holding British company founded in 2016. The private company is based in Grantham, UK. The company's main function is to hold investments. | Financial Conglomerates | Director/Board Member | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Crowe LLP
![]() Crowe LLP Miscellaneous Commercial ServicesCommercial Services Crowe LLP provides accounting services. The firm offers audit, tax, advisory, risk, and performance services. It serves banking, manufacturing, media and telecommunication, construction, real estate, financial, food, commodities and healthcare industries. The company was founded by Fred P. Crowe Sr. and Cletus F. Chizek in 1942 and is headquartered in South Bend, IN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
8th Street Investments LLC
![]() 8th Street Investments LLC Investment ManagersFinance 8th Street Investments LLC (8th Street) is an independent, SEC-registered investment advisor headquartered in Alexandria, Virginia. The firm was founded by Michael Shea and Lisa Pendley in 2008. 8th Street provides professional financial planning and investment management to individuals, trusts, estates, corporations and other types of business entities, and charitable organizations. | Investment Managers | Founder | |
Polyneuron Pharmaceuticals AG
![]() Polyneuron Pharmaceuticals AG Pharmaceuticals: MajorHealth Technology Polyneuron Pharmaceuticals AG develops drugs for the treatment of autoimmune disorders. It develops drugs for the treatment of anti-MAG neuropathy disease and multifocal motor neuropathy disease. The firm also develops antibody-catch, a platform technology that enables the development of drugs for highly specific interception of autoimmune disease antibodies and focuses on autoimmune diseases of the peripheral nervous system that involve autoantibodies against carbohydrate epitopes. The company was founded by Andreas J. Steck, Beat Ernst, Pascal Hänggi and Ruben Herrendorffin in 2014 and is headquartered in Basel, Switzerland. | Pharmaceuticals: Major | Director/Board Member | |
AviadoBio Ltd.
![]() AviadoBio Ltd. BiotechnologyHealth Technology AviadoBio Ltd. is a gene therapy company based in London, UK. AviadoBio's technology is based on pioneering research from King's College London and the UK Dementia Research Institute. The British company's mission is to develop and deliver transformative gene therapies for neurodegenerative disorders, including frontotemporal dementia (FTD) and amyotrophic lateral sclerosis (ALS). The company is developing AVB-101 for patients with FTD-GRN. AviadoBio's investors include New Enterprise Associates (NEA), Monograph Capital, Advent Life Sciences, EQT Lifesciences, Dementia Discovery Fund (DDF), F-Prime Capital, Johnson & Johnson Innovation – JJDC, Inc. (JJDC), and LifeArc. The company was founded by Youn Bok Lee, Do Young Lee, Chris E. Shaw, and Lisa Deschamps has been the CEO of the company since 2021. | Biotechnology | Director/Board Member | |
NEA Management Co. LLC
![]() NEA Management Co. LLC Investment ManagersFinance New Enterprise Associates LLC (New Enterprise Associates) is a venture capital firm founded in 1977. The firm headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor |
Statistik
International
Vereinigte Staaten | 43 |
Vereinigtes Königreich | 3 |
Türkei | 2 |
Schweiz | 2 |
Sektoral
Finance | 23 |
Consumer Services | 17 |
Commercial Services | 5 |
Health Technology | 3 |
Consumer Durables | 2 |
Operativ
Director/Board Member | 121 |
Corporate Officer/Principal | 115 |
Undergraduate Degree | 70 |
Analyst-Equity | 48 |
Masters Business Admin | 46 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Michael Polsky | 31 |
Furst Jack D | 31 |
Ramona Rogers-Windsor | 20 |
Robert Chang | 17 |
William Thomas | 15 |
Samarth Chandra | 15 |
Morgan T.Duane | 13 |
Diehl Bowen | 13 |
Amanda Kalin | 12 |
Joseph P. O'Leary | 11 |
Stephen M. McConnell | 10 |
Samir Sood | 10 |
Matthew McAviney | 9 |
Mark Nydam | 9 |
Mark Phelan | 9 |
- Börse
- Insiders
- Klein Spencer
- Unternehmensverbindungen