Ursprung des Netzwerks ersten Grades von Mark Suarez
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
A.G.P. / Alliance Global Partners Corp.
 A.G.P. / Alliance Global Partners Corp. Investment Banks/BrokersFinance A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs.
45
| Subsidiary | Investment Banks/Brokers | 45 |
National Bank Financial, Inc. (Broker)
 National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe.
13
| Operating Division | Investment Banks/Brokers | 13 |
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.
10
| Subsidiary | Investment Managers | 10 |
LUSIGHT Ltd. (Canada)
 LUSIGHT Ltd. (Canada) Investment Banks/BrokersFinance Founded in 2003 by Paul Warme, Paul Sparrow and Philip Harrison, LUSIGHT Ltd. is an independent research firm located in Toronto, Ontario. They focus on global emerging markets. LUSIGHT provides a web-based financial analysis application that integrates historical company data, interactive financial models, company-specific financial forecasts and an analytical tool that allows clients to organize and present the firm's data in customized tables and charts. Their reports focus specifically on LUSIGHT's forecasts and the assumptions driving their forecasts. While LUSIGHT produces a fair value target and includes a discussion in their reports on valuation, they do not publish explicit stock ratings. Their research focus is on forecasts rather than valuations. LUSIGHT provides coverage of the following industries and areas: (1) oil & gas (2) materials (3) telecommunications (4) technology and semiconductors (5) pharmaceuticals (6) transportation and logistics (7) utilities and infrastructure (8) consumer (9) financial institutions (10) the Middle East and North Africa and (11) quantitative.
5
| Extinct | Investment Banks/Brokers | 5 |
WR Securities LLC
 WR Securities LLC Investment Banks/BrokersFinance Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Investors Group, Inc.
 Investors Group, Inc. Investment ManagersFinance Founded in 1926, Investors Group, Inc. is an investment advisor headquartered in Winnipeg, Manitoba, Canada. The firm is a subsidiary of IGM Financial, Inc. (Toronto: IGM.TO), one of Canada’s premier personal financial services companies and one of the country's largest managers and distributors of mutual funds and other managed asset products. Their ultimate parent is Power Corp. of Canada (TSX: POW), a diversified management and holding company that has interests, directly or indirectly, in companies in the financial services sector in Canada, the United States and Europe. Investors Group provides financial solutions to Canadians through a network of consultants located throughout Canada. They offer a range of insurance, securities, mortgage and banking services.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mark Suarez
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
 Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides US and global equity and fixed income management strategies to institutional investors, mutual funds, and other clients. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Investment Managers | Analyst-Equity | |
| WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
Tokio Marine Asset Management (USA) Ltd.
 Tokio Marine Asset Management (USA) Ltd. Investment ManagersFinance Tokio Marine Asset Management USA Ltd. (TMAM USA) is a registered investment advisor headquartered New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of Tokio Marine Asset Management Co. Ltd. (TMAM), ultimately held by Tokio Marine Holdings, Inc. (TYO: 8766) in Japan. TMAM USA provides customized investment management or advisory services on both a discretionary and non-discretionary basis as a sub-investment manager or sub-investment advisor to TMAM on behalf of privately offered, foreign pooled investment vehicles offered only to foreign investors and offshore managed accounts. | Investment Managers | Corporate Officer/Principal | |
Beacon Trust Co.
 Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
HSBC Capital (USA), Inc.
 HSBC Capital (USA), Inc. Investment ManagersFinance HSBC Capital (USA) Inc ( HSBC Capital (USA) ) is a private equity arm of HSBC Holdings Plc Founded in 1978. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
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 | Market Strategist Market Strategist Analyst-Equity | |
| Hamilton College (New York) | College/University | 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 | Director of Research - Equity Corporate Officer/Principal Analyst-Equity Institutional Sales | |
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 | |
| University of Toronto | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cornerstone Macro LLC
 Cornerstone Macro LLC Investment ManagersFinance Part of Piper Sandler Cos., Cornerstone Macro LLC is a company that provides investment research. The company is based in New York, NY. The company was founded in 2013 by Roberto Perli, Nancy R. Lazar, Francois Trahan. | Investment Managers | Founder Market Strategist Market Strategist Market Strategist | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
RBC Dexia Investor Services Trust
 RBC Dexia Investor Services Trust Investment Banks/BrokersFinance RBC Dexia Investor Services Trust operates as a provider of performance measurement and fund administration tools. RBC Dexia Investor Services Trust operates as a subsidiary of RBC Dexia Investor Services Ltd. The company was founded in 2006 and is headquartered in Calgary, Canada. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| McGill University | College/University | Doctorate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
| The California State University | College/University | Masters Business Admin Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Desjardins Securities, Inc.
 Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
| College of Charleston | College/University | Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| Erasmus University Rotterdam | College/University | Masters Business Admin | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree | |
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 | |
| Texas Christian University | College/University | Undergraduate Degree | |
Banana Republic LLC
 Banana Republic LLC Apparel/Footwear RetailRetail Trade Banana Republic LLC retails clothing and accessories for men, women and children. It operates a web site through which it distributes its products. The company was founded by Mel Ziegler and Patricia Ziegler in 1978 and is headquartered in Grove City, OH. | Apparel/Footwear Retail | Corporate Officer/Principal | |
Family Asset Management, LLC
 Family Asset Management, LLC Investment ManagersFinance Family Asset Management LLC (FAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charleston, South Carolina. The firm was founded in 2004 and provides holistic investment solutions to high-net-worth families, individuals, corporations, and foundations. | Investment Managers | Corporate Officer/Principal | |
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 | |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
| State University of New York at Binghamton | College/University | Undergraduate Degree | |
CRM, Inc.
 CRM, Inc. Internet Software/ServicesTechnology Services Part of Fidelity National Financial, Inc., CRM, Inc. is an American company that provides real estate information services. The CEO of the company is Eric Stone. | Internet Software/Services | Corporate Officer/Principal | |
Countrywide Financial Services, Inc.
 Countrywide Financial Services, Inc. Investment ManagersFinance Countrywide Financial Services, Inc. provides asset management services to institutional clients and net-worth individuals. It offers brokerage and investment advisory services. The company is headquartered in Cincinnati, OH. | Investment Managers | Corporate Officer/Principal | |
Dime Bank (Norwich, Connecticut)
 Dime Bank (Norwich, Connecticut) Savings BanksFinance Dime Bank provides banking services. It offers personal & Internet banking, commercial checking, savings, and loans. The firm provides its services to charitable, cultural, literary, scientific and educational non-profit organizations. The company was founded in 1869 and is headquartered in Norwich, CT. | Savings Banks | Corporate Officer/Principal | |
| Walsh College | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 40 |
| Kanada | 10 |
| Niederlande | 2 |
Sektoral
| Finance | 29 |
| Consumer Services | 19 |
| Transportation | 2 |
| Retail Trade | 2 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 129 |
| Analyst-Equity | 66 |
| Undergraduate Degree | 66 |
| Consultant / Advisor | 23 |
| Masters Business Admin | 19 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| David Kratochvil | 11 |
| Gordon McBean | 10 |
| Joel Musante | 10 |
| Steve Wilder | 9 |
| Brian Glenn Purdy | 9 |
| Neil Maruoka | 8 |
| Francois Trahan | 8 |
| Bhakti Pavani | 8 |
| Casey S. Deak | 8 |
| Julian Young | 7 |
| Jim Nelson | 7 |
| Tom Tran | 7 |
| Keith Wellen | 7 |
| Emily Needell | 7 |
| Punit Anand | 6 |
- Börse
- Insiders
- Mark Suarez
- Unternehmensverbindungen
