Lev Marcus
Analyst-Equity bei Merriman Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Lev Marcus
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.
70
| College/University | Other Consumer Services | 70 |
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities.
17
| Subsidiary | Investment Managers | 17 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Lev Marcus
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
AEA Investors LP
 AEA Investors LP Investment ManagersFinance AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
| AMAZON.COM, INC. | Internet Retail | Corporate Officer/Principal Corporate Officer/Principal | |
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Corporate Officer/Principal Private Equity Analyst | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Nura, Inc.
 Nura, Inc. Pharmaceuticals: MajorHealth Technology Nura, Inc. discovers and develops pharmaceutical products. It offers products for the treatment of neurodegenerative diseases such as Parkinson's & Alzheimer's diseases and behavioural disorders such as depression, anxiety, schizophrenia, obesity, and addiction. The company was founded in August 2003 and is headquartered in Seattle, WA. | Pharmaceuticals: Major | Chief Executive Officer | |
TD Securities (USA) LLC
 TD Securities (USA) LLC Investment Banks/BrokersFinance Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| ENOVA INTERNATIONAL, INC. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| Babson College | College/University | Graduate Degree | |
| Biola University, Inc. (California) | College/University | Undergraduate Degree Masters Business Admin | |
| Gonzaga University | College/University | Undergraduate Degree Undergraduate Degree | |
| Swarthmore College | College/University | Undergraduate Degree | |
| Loyola Marymount University | College/University | Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Graduate Degree | |
| Seattle Pacific University | College/University | Undergraduate Degree Undergraduate Degree | |
| Seattle University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Doctorate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Oklahoma | College/University | Graduate Degree | |
| PT DHARMA SAMUDERA FISHING INDUSTRIES TBK | Food: Meat/Fish/Dairy | Director/Board Member | |
| Federal Reserve Bank of St. Louis | General Government | Corporate Officer/Principal | |
CLSA Ltd.
 CLSA Ltd. Investment Banks/BrokersFinance CLSA Ltd. is the Hong Kong-based institutional brokerage subsidiary of CITIC Securities Co., Ltd. (SSE: 600030, SEHK: 6030), a full-service investment bank headquartered in China. Founded in 1986, the firm provides sales and execution services to global investors and corporates. | Investment Banks/Brokers | Analyst-Equity | |
The Alliance of Angels
 The Alliance of Angels Investment ManagersFinance The Alliance of Angels (Alliance of Angels) is a venture capital firm, subsidiary of the Seattle-based Technology Alliance, founded in 1997. The firm is headquartered in Seattle, Washington. | Investment Managers | Director/Board Member Private Equity Analyst Private Equity Analyst | |
Accelerator Services Corp
 Accelerator Services Corp Investment ManagersFinance Accelerator Services Corp (Accelerator Services) is a venture capital firm founded in 2003 by Carl Weissman and Rodney F. Burgar. The firm is headquartered in Seattle, Washington. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
DCM Private Equity
 DCM Private Equity Investment ManagersFinance DCM Private Equity (DCM Private Equity) is a private equity subsidiary of DuPont Capital Management Corp founded in 1993. The firm is headquartered in Wilmington, Delaware. | Investment Managers | Private Equity Analyst | |
Laird Norton Wealth Management LLC
 Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Investment Managers | Director of Research - Equity Analyst-Equity | |
Nolan & Associates
 Nolan & Associates Investment Banks/BrokersFinance Nolan & Associates is a private company that specializes in providing middle market M & A advisory solutions. The company is based in Decatur, IL. The company's mission is to provide tailored and sophisticated solutions that exceed their clients' expectations. The company was founded in 1976 by Pat C. Nolan and the CEO is Brett Pantazi. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wing Venture Management LLC
 Wing Venture Management LLC Investment ManagersFinance Wing Venture Management LLC (Wing Venture Partners) is a venture capital firm founded in 2013 by Gaurav Garg and Peter Wagner. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor | |
Blackcrane Capital LLC
 Blackcrane Capital LLC Investment ManagersFinance Blackcrane Capital LLC (Blackcrane) is a boutique asset management firm headquartered in Bellevue, Washington. The firm was founded by Daniel Y. Kim in 2012. Blackcrane provides investment advisory services to individuals and institutional clients. | Investment Managers | Trading-Equity | |
| University of Colorado Boulder | College/University | Undergraduate Degree | |
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
R7 Rigel Pte Ltd.
 R7 Rigel Pte Ltd. Financial ConglomeratesFinance R7 Rigel Pte Ltd. provides investment services. The company was incorporated on November 27, 2017 and is headquartered in Singapore. | Financial Conglomerates | Corporate Officer/Principal | |
PT Acr Global Investments
 PT Acr Global Investments Financial ConglomeratesFinance PT Acr Global Investments provides investment services. The private company is based in Central Jakarta, Indonesia. - Ewijaya has been the CEO of the Indonesian company since 2015. | Financial Conglomerates | Corporate Officer/Principal | |
Affinity Asset Advisors LLC
 Affinity Asset Advisors LLC Investment ManagersFinance Affinity Asset Advisors LLC provides investment advice. The private company is based in New York, NY. The company was founded in 2017 by Michael Cho. Michael Cho has been the CEO since 2017. | Investment Managers | Analyst-Equity | |
| Weihai Zhongfu Gongsheng Agricultural Information Co. Ltd. | Director/Board Member | ||
K2 HealthVentures Group LLC
 K2 HealthVentures Group LLC Investment ManagersFinance K2 HealthVentures Group LLC (K2 HealthVentures) is a venture capital firm founded in 2018 by Meghan FitzGerald. The firm is headquartered in Boston, Miami with an additional office in New York. | Investment Managers | Private Equity Investor | |
| PT INDOINTERNET TBK. | Information Technology Services | Comptroller/Controller/Auditor | |
Alix Ventures
 Alix Ventures Investment ManagersFinance Alix Ventures is an venture capital firm founded in 2019 by Chas Pulido. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
Xpanse Services LLP
 Xpanse Services LLP Investment ManagersFinance Xpanse Services LLP (Xpanse Services) is a venture capital firm founded in 2017. The firm is headquartered in Haryana, India. | Investment Managers | Private Equity Analyst | |
| GC CONSTRUCTION HOLDINGS LIMITED | Homebuilding | Director/Board Member | |
Immunai, Inc.
 Immunai, Inc. Packaged SoftwareTechnology Services Immunai, Inc. engages in decoding of immune system to improve health. It offers an immune profiling platform, which is used to advance research and development in checkpoint blockade, cancer cell therapy, and cancer vaccines. The company was founded by Noam Solomon, Luis Voloch, Danny Wells, Ansuman Satpathy and Dan R. Littman in December 2018 and is headquartered in New York, NY. | Packaged Software | Founder |
Statistik
International
| Vereinigte Staaten | 40 |
| Indonesien | 4 |
| Kanada | 3 |
| Hong Kong | 3 |
| Singapur | 2 |
Sektoral
| Finance | 26 |
| Consumer Services | 16 |
| Technology Services | 4 |
| Retail Trade | 2 |
| Health Technology | 2 |
Operativ
| Undergraduate Degree | 80 |
| Corporate Officer/Principal | 71 |
| Director/Board Member | 39 |
| Analyst-Equity | 29 |
| Graduate Degree | 23 |
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