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Peter Goelet Gerry
Analyst-Equity bei Dividend Assets Capital LLC
Ursprung des Netzwerks ersten Grades von Peter Goelet Gerry
Einheit | Art der Einheit | Industrie | |
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Dividend Assets Capital LLC
![]() Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.
19
| Subsidiary | Investment Managers | 19 |
Rider University
14
| College/University | Other Consumer Services | 14 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Peter Goelet Gerry
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 | Corporate Officer/Principal | |
Dow Jones & Co., Inc.
![]() Dow Jones & Co., Inc. Publishing: NewspapersConsumer Services Dow Jones & Co., Inc publishes financial information and news. It offers news through newspapers, newswires, websites, apps, newsletters, magazines, proprietary databases, conferences and more. The firm?s premier brands include The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and SmartMoney. The company was founded by Edward Davis Jones, Charles Henry Dow and Charles Milford Bergstresser in 1882 and is headquartered in New York, NY. | Publishing: Newspapers | Corporate Officer/Principal | |
Schroders, Inc. | Corporate Officer/Principal | ||
Capital International, Inc.
![]() Capital International, Inc. Investment ManagersFinance Capital International, Inc. (CI) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1987 as Capital International Research & Management, Inc. The firm is a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Companies, Inc. CI provides investment management and advisory services to a registered investment company, other pooled investment vehicles exempt from registration, corporate entities, pension plans, endowments and foundations, certain affiliated companies, foreign governmental entities and other institutions. | Investment Managers | Analyst-Equity | |
Caxton Associates LP
![]() Caxton Associates LP Investment ManagersFinance Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds. | Investment Managers | Analyst-Equity | |
Greenwood Capital Associates LLC
![]() Greenwood Capital Associates LLC Investment ManagersFinance Greenwood Capital Associates LLC (GCA) is a SEC-registered investment advisor headquartered in Greenwood, South Carolina. The firm was founded by William (Bill) Allin in 2001, at which time they acquired substantially all of the assets of Greenwood Capital Associates, Inc., an independent registered investment advisor formed in 1983. The firm is principally owned by TCB Corp., which acquired a majority ownership interest of the firm in 2008. GCA provides investment management services to individuals and high net-worth individuals, banks and thrift institutions, pension and profit-sharing plans, charitable organizations, corporations or other business entities, state or municipal government entities, and other investment advisors. | Investment Managers | Chief Operating Officer Founder | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
MetLife Investment Management LLC
![]() MetLife Investment Management LLC Investment ManagersFinance MetLife Investment Management LLC (MIM) is a SEC-registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors Co. LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Baron Capital, Inc.
![]() Baron Capital, Inc. Financial ConglomeratesFinance Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds | Financial Conglomerates | Comptroller/Controller/Auditor | |
New Jersey Division of Investment
![]() New Jersey Division of Investment Investment ManagersFinance The New Jersey Division of Investment (NJDI) is a State-owned pension fund manager headquartered in Trenton, New Jersey. NJDI was founded in 1950 and is responsible for the investment management of the seven public pension systems that comprise the New Jersey Pension Fund and the State of New Jersey Cash Management Fund. The Pension Fund supports the retirement plans of active and retired employees in seven public pension systems: Consolidated Police and Firemen’s Pension Fund, the Judicial Retirement System, the Police and Firemen’s Retirement System, the Prison Officers’ Pension Fund, the Public Employees’ Retirement System, the State Police Retirement System and the Teachers’ Pension & Annuity Fund. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Seton Hall University | College/University | Undergraduate Degree Masters Business Admin | |
John Hancock Funds, Inc.
![]() John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | President Corporate Officer/Principal | |
University of Richmond | College/University | Undergraduate Degree | |
Broadway & Seymour Group
![]() Broadway & Seymour Group Packaged SoftwareTechnology Services Part of Fidelity National Information Services, Inc., Broadway & Seymour Group is a company that develops customer relationship management software solutions. The company is based in Charlotte, NC. Broadway & Seymour Group was acquired by Webtone Technologies, Inc. from Leidos, Inc. on July 18, 2001. | Packaged Software | Corporate Officer/Principal | |
Johnson & Johnson, Inc.
![]() Johnson & Johnson, Inc. Insurance Brokers/ServicesFinance Johnson & Johnson, Inc. provides insurance brokerage services. The company was founded in 1930 and is headquartered in Mount Pleasant, SC. | Insurance Brokers/Services | Corporate Officer/Principal | |
Balerion Space Ventures
![]() Balerion Space Ventures Investment ManagersFinance Balerion Space Ventures Management LLC (Balerion Space Ventures) is a venture capital firm founded in 2022 by Philip Thomas Scully. The firm is headquartered in Austin, Texas. | Investment Managers | Founder | |
Ursa Major Technologies, Inc.
![]() Ursa Major Technologies, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Ursa Major Technologies, Inc. manufactures turnkey propulsion solutions for the microsatellite and nanosatellite launch market. The company was founded by Joseph A. Laurienti Jr. and is headquartered in Berthoud, CO. | Trucks/Construction/Farm Machinery | Director/Board Member | |
Clemson University | College/University | Undergraduate Degree | |
AllianceBernstein Corp.
![]() AllianceBernstein Corp. Investment ManagersFinance Part of Equitable Holdings, Inc., AllianceBernstein Corp. is a company that provides investment management services. The company is based in Nashville, TN. Seth Perry Bernstein has been the CEO of the company since 2017. | Investment Managers | Corporate Officer/Principal | |
Georgia Southern University | College/University | Masters Business Admin | |
University of Georgia | College/University | Undergraduate Degree | |
Turner Construction Co.
![]() Turner Construction Co. Engineering & ConstructionIndustrial Services Turner Construction Co. provides construction and general contracting services. Its services include preconstruction consulting, program management, general construction, project and construction management, building maintenance and multiple building programs. The company was founded in 1902 and is headquartered in New York, NY. | Engineering & Construction | Consultant / Advisor | |
Strachan Shipping Agency, Inc.
![]() Strachan Shipping Agency, Inc. Air Freight/CouriersTransportation Strachan Shipping Agency, Inc. provides freight and cargo transportation. The private company is based in Mobile, AL and has subsidiaries in Canada and United States. | Air Freight/Couriers | Corporate Officer/Principal | |
Patriot Financial Manager LP
![]() Patriot Financial Manager LP Investment ManagersFinance Patriot Financial Manager LP (Patriot Financial Partners) is a private equity firm founded in 2007 by Kirk Wycoff, James J. Lynch and Ira M. Lubert. The firm is headquartered in Radnor, Pennsylvania. | Investment Managers | Private Equity Analyst | |
Novitas Capital Management LLC
![]() Novitas Capital Management LLC Investment ManagersFinance Novitas Capital Management (Novitas Capital) is a venture capital firm founded in 1997. The firm is headquartered in Wayne, Pennsylvania. | Investment Managers | Director of Finance/CFO | |
Georgetown University | College/University | Masters Business Admin | |
Explorer 1 Fund | Investment Managers | Founder | |
Kenyon College | College/University | Undergraduate Degree | |
New Jersey Society of Certified Public Accountants
![]() New Jersey Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services New Jersey Society of Certified Public Accountants operates as professional organization serving the needs of Garden State CPAs and aspiring CPAs. It supports its members through education, networking, leadership and volunteer initiatives. The company was founded in 1898 and is headquartered in Roseland, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Syracuse University | College/University | Masters Business Admin | |
Glendower Capital LLP
![]() Glendower Capital LLP Investment ManagersFinance Glendower Capital LLP (Glendower Capital) is a private equity firm founded in 2017. The firm is headquartered in London, United Kingdom. | Investment Managers | Public Communications Contact | |
Siguler Guff & Co. LP
![]() Siguler Guff & Co. LP Investment ManagersFinance Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London. | Investment Managers | Comptroller/Controller/Auditor | |
Merrill Lynch (US Custody) | Corporate Officer/Principal | ||
Horizon Healthcare Services, Inc.
![]() Horizon Healthcare Services, Inc. Managed Health CareHealth Services Horizon Healthcare Services, Inc. provides healthcare and insurance services. The company was founded in 1932 and is headquartered in Newark, New Jersey. | Managed Health Care | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 44 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 26 |
Consumer Services | 10 |
Commercial Services | 3 |
Miscellaneous | 2 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 56 |
Undergraduate Degree | 33 |
Portfolio Manager-Equities | 24 |
Analyst-Equity | 22 |
Masters Business Admin | 17 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Troy Shaver | 11 |
Bill Allin | 11 |
Gary Pruden | 11 |
Marc David Saurborn | 9 |
Stephen Sciaraffo | 9 |
Phil Scully | 9 |
Jere Edward Estes | 8 |
Tom Cameron | 8 |
Einar Storm Trosdal | 8 |
Vincent Paul Scialli | 6 |
Michael Nix | 6 |
John Carroll Cheshire | 6 |
Parwinder Virk | 6 |
Mick Kuehn | 6 |
Kimberly Towle Olsson | 5 |
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