Mike Passalinqua
Portfolio Manager-Aktien bei CapFinancial Partners LLC
Ursprung des Netzwerks ersten Grades von Mike Passalinqua
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families.
25
| Holding Company | Investment Managers | 25 |
Grove City College
14
| College/University | Other Consumer Services | 14 |
Hefren-Tillotson, Inc.
 Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals.
2
| Extinct | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mike Passalinqua
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Portfolio Manager-Equities | |
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 | Corporate Officer/Principal | |
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 Graduate Degree Graduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Frost Bank (San Antonio, Texas)
 Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Stonehill College, Inc. | College/University | Undergraduate Degree Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Masters Business Admin | |
Evolved Alpha LLC
 Evolved Alpha LLC Investment ManagersFinance Evolved Alpha LLC provides investment advice. | Investment Managers | Corporate Officer/Principal | |
| North Carolina State University | College/University | Undergraduate Degree | |
Blackstone Corporate Private Equity
 Blackstone Corporate Private Equity Investment ManagersFinance Blackstone Corporate Private Equity (Blackstone Corporate) is a private equity division of The Blackstone Group Inc founded in 1985 by Stephen Allen Schwarzman. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
SMH Capital Advisors LLC
 SMH Capital Advisors LLC Investment ManagersFinance SMH Capital Advisors LLC (SMHCA) is a registered investment advisor located in Fort Worth, Texas. The firm was formed in 1996 as Cummer/Moyers Capital Advisors, Inc. SMHCA was formerly a subsidiary of Sanders Morris Harris Group. The firm is now a wholly-owned by the Moyers Organization LLC. | Investment Managers | Corporate Officer/Principal | |
| Texas State University | College/University | Undergraduate Degree | |
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Director of Research - Fxd Inc | |
| La Roche University | College/University | Undergraduate Degree | |
| Joseph M. Katz Graduate School of Business | College/University | Masters Business Admin | |
| Allegheny College | College/University | Undergraduate Degree | |
| Bren School of Environmental Science & Management | College/University | Graduate Degree | |
| University of California, Santa Barbara | College/University | Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree | |
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. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
| Webster University | College/University | Graduate Degree | |
L.M. Kohn & Co.
 L.M. Kohn & Co. Investment ManagersFinance L.M. Kohn & Co. (LMK) is an independent, family-owned, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Larry M. Kohn in 1990. LMK provides personal financial planning and investment management to individuals, families and their related entities, trusts, estates, not-for-profit organizations and family businesses. | Investment Managers | President | |
| University of Georgia | College/University | Graduate Degree | |
| Berry College | College/University | Undergraduate Degree | |
| Eastern University | College/University | Masters Business Admin | |
Penn United Technologies, Inc.
 Penn United Technologies, Inc. Metal FabricationProducer Manufacturing Penn United Technologies, Inc. provides manufacturing solutions for customers needing precision components or precision-assembled products. The firm manufacturing services allow customers to simplify their supply chain logistics by using Penn United's one-stop shop manufacturing services. Its business units include Carbide, Parker Majestic, American Carbide Tooling and Learning Institute for the Growth of High Technology. The company was founded in 1971 and is headquartered in Cabot, PA. | Metal Fabrication | Corporate Officer/Principal | |
IHS Markit
 IHS Markit Investment ManagersFinance IHS Markit engages in the provision of information, analytics, and solutions. The company is headquartered in Southfield, MI. | Investment Managers | Corporate Officer/Principal | |
| Ecole Supérieure de Commerce de Clermont-Ferrand | College/University | Masters Business Admin | |
Madison Financial Advisors Ltd.
 Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Investment Managers | Corporate Officer/Principal | |
| University of South Carolina | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
Ferguson Asset Management, Inc.
 Ferguson Asset Management, Inc. Investment ManagersFinance Ferguson Asset Management, Inc. provides investment advice. The private company is based in Potomac, MD. | Investment Managers | Corporate Officer/Principal | |
| Wake Forest University | College/University | Masters Business Admin | |
| Brigham Young University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 40 |
| Griechenland | 2 |
| Vereinigtes Königreich | 2 |
| Frankreich | 2 |
Sektoral
| Consumer Services | 22 |
| Finance | 18 |
| Commercial Services | 4 |
| Producer Manufacturing | 2 |
Operativ
| Corporate Officer/Principal | 49 |
| Undergraduate Degree | 42 |
| Portfolio Manager-Equities | 28 |
| Director/Board Member | 19 |
| Analyst-Equity | 12 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Mike Passalinqua
- Unternehmensverbindungen
