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Paty Acipreste
Analyst-Equity bei Tortoise Investment Management LLC
Ursprung des Netzwerks ersten Grades von Paty Acipreste
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
State University of New York at Binghamton
24
| College/University | Other Consumer Services | 24 |
Tortoise Investment Management LLC
![]() Tortoise Investment Management LLC Investment ManagersFinance Tortoise Investment Management LLC (Tortoise) is an independent, wealth management firm and registered investment advisor headquartered in White Plains, New York. The firm was founded by Ian Yankwitt in 2004. Tortoise provides discretionary investment management primarily to high net-worth families and individuals, and trusts.
17
| Private Company | Investment Managers | 17 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Paty Acipreste
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree 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-Fixed Income | |
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. | Investment Managers | Analyst-Equity Analyst-Equity | |
Carleton College | College/University | Undergraduate Degree Undergraduate 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 | |
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-Fixed Income | |
Mizuho Bank (USA)
![]() Mizuho Bank (USA) Regional BanksFinance Part of Mizuho Financial Group, Inc., Mizuho Bank (USA) is a leading bank with one of the largest customer bases in the world, and an extensive international network covering financial and business centers around the world. The company is based in New York, NY. Mizuho Bank offers a range of services including advisory services, finance solutions, treasury, cash management, institutional services, and custody services. The company has over 100 branches and offices outside Japan, serving the corporate and investment banking needs of its clients worldwide. Mizuho Bank is warning consumers about ongoing social engineering scams where individuals are purporting to be representatives of the bank to scam unsuspecting consumers. The company also warns about companies identifying themselves as part of Mizuho Financial Group, which are not affiliated with the group or any of its companies. | Regional Banks | Corporate Officer/Principal | |
FGI Worldwide LLC
![]() FGI Worldwide LLC Investment ManagersFinance FGI Worldwide LLC (FGI Worldwide) is an investment arm of FGI Worldwide Holdings LLC founded in 2015 by David DiPiero. The firm is headquartered in New York City. | Investment Managers | Private Equity Analyst | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
Summit Trail Advisors LLC
![]() Summit Trail Advisors LLC Investment ManagersFinance Summit Trail Advisors LLC (Summit Trail) is a wealth management firm and SEC-registered investment advisor headquartered in New York City with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. The firm was founded by David Romhilt in 2015 and is a wholly-owned subsidiary of Summit Trail Holdings LLC. Summit Trail offers investment advisory services to ultra-high net worth individuals, family offices, and non-profit institutions. | Investment Managers | Analyst-Equity | |
Marsh, Berry & Co., Inc.
![]() Marsh, Berry & Co., Inc. Investment ManagersFinance Marsh, Berry & Co., Inc. provides financial consulting and investment banking services. Its services include management and growth consulting, merger and acquisition advisory, peer-to-peer exchange and information services. The firm also offers sales management, perpetuation planning, financial consulting, deal brokerage, acquisition and banking services. The company was founded in 1981 and is headquartered in Woodmere, OH. | Investment Managers | Director/Board Member | |
Veritas Capital Fund Management LLC
![]() Veritas Capital Fund Management LLC Investment ManagersFinance Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York. | Investment Managers | Comptroller/Controller/Auditor | |
JPMORGAN CHASE & CO. | Major Banks | Private Equity Analyst | |
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 | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Atlas Merchant Capital LLC
![]() Atlas Merchant Capital LLC Investment ManagersFinance Atlas Merchant Capital LLC (Atlas) is a private equity firm founded in 2013 by David Ira Schamis and Bob Diamond. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Yale University | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
Haverford College | College/University | Undergraduate Degree | |
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 | |
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. | Investment Managers | Analyst-Equity | |
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 | |
Horizon Investments LLC
![]() Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans. | Investment Managers | Market Strategist | |
Daiwa Asset Management (America) Ltd.
![]() Daiwa Asset Management (America) Ltd. Investment ManagersFinance Daiwa Asset Management (America) Ltd. (DAMA) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1990 and is a wholly-owned subsidiary of Daiwa Asset Management Co., Ltd. (DAM), which in turn is wholly owned by Daiwa Securities Group, Inc. (TYO: 8601) in Japan. DAMA manages Japanese investment funds that DAM advises, interests in which are sold in Japan. | Investment Managers | Analyst-Equity | |
University of Rochester Simon Business School | College/University | Graduate Degree | |
Autonomous Research US LP
![]() Autonomous Research US LP Investment ManagersFinance Autonomous Research US LP is an investment research firm located in New York City. The firm is a subsidiary of Autonomous Research LLP. The firm provides coverage of all major European banks and insurers and US banks, asset managers and payment processors. The company publishes research for both equity and credit investors. The company also offers execution service across the capital structure. | Investment Managers | Analyst-Equity | |
Binghamton University School of Management | College/University | Graduate Degree | |
Good Capital Management Ltd.
![]() Good Capital Management Ltd. Investment ManagersFinance Good Capital Management Ltd. (Good Capital) is a venture capital firm founded in 2019 by Arjun Malhotra and Rohan Malhotra. The firm is headquartered in Delhi, India. | Investment Managers | Private Equity Investor | |
Blue Owl Credit Advisors LLC
![]() Blue Owl Credit Advisors LLC Investment ManagersFinance Blue Owl Credit Advisors LLC (Blue Owl Credit Advisors) is a private equity subsidiary of Blue Owl Capital, Inc founded in 2015 by Douglas Ostrover, Marc Lipschultz and Craig W. Packer. The firm headquartered in New York. | Investment Managers | Private Equity Analyst | |
Layer7 Api Management
![]() Layer7 Api Management Packaged SoftwareTechnology Services Layer7 Api Management provides software solutions. It provides developer management solutions, including API Portal, a platform for developer onboarding, engagement and management; and operations management solutions. The company was founded by Toufic I. Boubez in 2003 and is headquartered in Vancouver, Canada. | Packaged Software | Consultant / Advisor | |
Maxim Group LLC
![]() Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca. | Investment Banks/Brokers | Analyst-Equity | |
Us Court of Appeals For The Second Circuit | General Government | Corporate Officer/Principal | |
Simpson Thacher & Bartlett LLP
![]() Simpson Thacher & Bartlett LLP Miscellaneous Commercial ServicesCommercial Services Simpson Thacher & Bartlett LLP provides legal services. Its areas of practices include corporate, litigation, banking and credit, capital markets, mergers and acquisitions, real estate, private funds, intellectual property, restructuring and bankruptcy, and tax. The firm serves the energy, financial services, healthcare, insurance and reinsurance, technology, retail, defense, education and transportation industries. The company operates through its offices located in Beijing, Hong Kong, Houston, London, Los Angeles, New York, Palo Alto, São Paulo, Seoul, Tokyo and Washington, DC. Simpson Thacher & Bartlett was founded in 1884 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Swarthmore College | College/University | Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Verition Fund Management LLC
![]() Verition Fund Management LLC Investment ManagersFinance Verition Fund Management LLC (Verition) is a SEC-registered investment advisor and multi-strategy, multi-manager hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Nicholas M. Maounis in 2008 and is a subsidiary of Verition Fund Management NY, Inc. Verition serves as the manager for and provides discretionary investment advisory services to several private funds. | Investment Managers | Corporate Officer/Principal | |
Diamond Carter Trading LLC | Corporate Officer/Principal | ||
Condor Capital Management
![]() Condor Capital Management Investment ManagersFinance Condor Capital Management, dba Condor Capital Wealth Management (Condor Capital), is an employee-owned, SEC-registered investment advisor headquartered in Martinsville, New Jersey. The firm was founded by Kenneth Schapiro in 1988. Condor Capital provides discretionary and/or non-discretionary investment advisory services on a fee-only basis to individuals, business entities, trusts, pension and profit-sharing plans, estates and charitable organizations. | Investment Managers | Trading-Equity | |
Morgan Stanley MUFG Securities Co., Ltd.
![]() Morgan Stanley MUFG Securities Co., Ltd. Investment Banks/BrokersFinance Morgan Stanley MUFG Securities Co., Ltd. is the Japanese broker-dealer subsidiary of Morgan Stanley (NYSE: MS) in the US. Headquartered in Tokyo, the firm was founded in 1984 and provides investment banking, sales & trading, real estate and investment management products and services. It offers securities services including global sales and trading in fixed income and equities, debt and equities financing and investment research. The firm is a provider of products and services in fixed income, equities, global capital markets and investment research to corporations and institutional clients in Japan. | Investment Banks/Brokers | Analyst-Equity | |
Goldman Sachs Asset Management Co., Ltd. (Japan)
![]() Goldman Sachs Asset Management Co., Ltd. (Japan) Investment ManagersFinance Goldman Sachs Asset Management Co. Ltd. (Japan) (GSAM-Japan) is a wholly-owned subsidiary of Goldman Sachs Asset Management International Holdings LLC, ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1996 as Goldman Sachs Investment Trust and was renamed into Goldman Sachs Asset Management Co., Ltd. when the Goldman Sachs’ investment trust management and investment advisory companies merged in 2002. Headquartered in Tokyo, GSAM-Japan manages a range of mutual funds for clients such as pension funds, sovereign wealth funds, central banks, insurance companies, financial institutions, foundations, individual investors, and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Mizuho Securities USA LLC
![]() Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Analyst-Equity | |
Financial Industry Regulatory Authority, Inc.
![]() Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 46 |
Japan | 3 |
Vereinigtes Königreich | 2 |
Indien | 2 |
Sektoral
Finance | 34 |
Consumer Services | 13 |
Commercial Services | 3 |
Technology Services | 2 |
Government | 2 |
Operativ
Undergraduate Degree | 41 |
Analyst-Equity | 31 |
Corporate Officer/Principal | 13 |
Portfolio Manager-Equities | 10 |
Investment Committee Member | 8 |
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