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Robert Joseph Swartz
Private Equity Investor bei Merida Capital Holdings LLC
Ursprung des Netzwerks ersten Grades von Robert Joseph Swartz
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.
28
| Operating Division | Investment Managers | 28 |
Merida Capital Holdings LLC
![]() Merida Capital Holdings LLC Investment ManagersFinance Merida Capital Holdings LLC (Merida Capital Holdings) is a private equity firm founded in 2016 by Mitchell Bryan Baruchowitz and Kevin Gibbs. The firm is headquartered in New York.
9
| Private Company | Investment Managers | 9 |
F.N.B. Investment Advisors, Inc.
![]() F.N.B. Investment Advisors, Inc. Investment ManagersFinance FNB Investment Advisors, Inc. (FNBIA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1999 and does business as F.N.B. Wealth Management. The firm is a subsidiary of First National Trust Co., ultimately held by FNB Corp. (NYSE: FNB). FNBIA provides investment management and supervisory services to individual and institutional clients.
2
| Subsidiary | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert Joseph Swartz
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
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 Analyst-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
EXELON CORPORATION | Electric Utilities | Director/Board Member | |
Cambridge Trust Co.
![]() Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Investment Managers | Corporate Officer/Principal | |
MarketAxess Corp.
![]() MarketAxess Corp. Packaged SoftwareTechnology Services Part of MarketAxess Holdings, Inc., MarketAxess Corp. provides financial information exchange test-certification services. The company is based in New York, NY. | Packaged Software | Compliance Officer | |
HERITAGE CANNABIS HOLDINGS CORP. | Agricultural Commodities/Milling | Director/Board Member | |
CAVU Securities LLC
![]() CAVU Securities LLC Investment ManagersFinance CAVU Securities LLC provides brokerage services. Its services include capital markets, advisory, raising capital, mergers and acquisitions, institutional brokerage, and funds distribution. The firm serves to the investment managers, investors, and private companies. The company was founded in 1976 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Steep Hill, Inc. (California)
![]() Steep Hill, Inc. (California) BiotechnologyHealth Technology Steep Hill, Inc. engages in the operations and research and development, analysis, and biotechnology. It offers laboratory testing, online laboratory reports, and licensing. The company was founded in 2008 and is headquartered in Berkeley, CA. | Biotechnology | Chairman Director/Board Member | |
LeafLine Industries LLC
![]() LeafLine Industries LLC Pharmaceuticals: OtherHealth Technology LeafLine Labs LLC manufactures and distributes medical cannabis. The company was founded by Andrew Bachman and is headquartered in Cottage Grove, MN. | Pharmaceuticals: Other | Founder | |
University of Virginia | College/University | Undergraduate Degree | |
University of Pittsburgh | College/University | Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Portfolio Advisors LLC
![]() Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Investment Managers | Private Equity Investor | |
University of Missouri | College/University | Undergraduate Degree | |
Pershing LLC
![]() Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
Brandeis University | College/University | Undergraduate Degree | |
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 | |
Gettysburg College | College/University | Undergraduate Degree | |
Haverford College | College/University | Undergraduate Degree | |
Suffolk University | College/University | Masters Business Admin | |
Muhlenberg College | College/University | Undergraduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
West Virginia University | College/University | Undergraduate Degree | |
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 | Private Equity Investor | |
The New School for Social Research | College/University | Graduate Degree | |
Valley Forge Private Equity, Inc.
![]() Valley Forge Private Equity, Inc. Investment ManagersFinance Valley Forge Private Equity, Inc. (Valley Forge Private Equity) is a private equity subsidiary of Valley Forge Financial Group, Inc. founded in 2002 by Sean Maher and Michael J. Maher, Jr. The firm is headquartered in Audubon, Pennsylvania. | Investment Managers | President | |
PNC Capital Advisors LLC
![]() PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Analyst-Equity | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Boston University School of Law | College/University | Graduate Degree | |
MainStem, Inc.
![]() MainStem, Inc. Specialty StoresRetail Trade MainStem, Inc. operates as cannabis e-commerce technology company. It offers packaging, growing supplies, traceablity, and retail accessories. The company was founded in 2014 and is headquartered in Seattle, WA. | Specialty Stores | Director/Board Member | |
Frontier Financial Group, Inc.
![]() Frontier Financial Group, Inc. Information Technology ServicesTechnology Services Frontier Financial Group, Inc. engages in the provision of data and analytics reporting in the cannabis industry. It also offers business intelligence and risk management solutions. The company was founded by Giadha Aguirre DeCarcer, Rick Gilchrist, and Glenn Harless in 2014 and is headquartered in Washington, DC. | Information Technology Services | Director/Board Member | |
Columbia Business School | College/University | Masters Business Admin | |
Manticorp LLC
![]() Manticorp LLC Agricultural Commodities/MillingProcess Industries Manticorp LLC operates as a medical marijuana firm. The company was founded in 2017 and is headquartered in Frederick, MD. | Agricultural Commodities/Milling | Founder | |
Simplifya LLC
![]() Simplifya LLC Packaged SoftwareTechnology Services Simplifya LLC develops cloud-based saas application for web, mobile and tablet to help ensure cannabis business is legally compliant. It assists cannabis businesses, law firms, consultants, financial institutions, and regulatory agencies with monitoring licensee operations for compliance with state and local regulations.. The company was founded by Brian Vicente and Christian Sederberg, Josh Kappel, and Marion Mariathasas, Steve Fox and is headquartered in Denver, CO. | Packaged Software | Director/Board Member | |
Notre Dame University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 46 |
Kanada | 2 |
Libanon | 2 |
Sektoral
Finance | 20 |
Consumer Services | 19 |
Technology Services | 4 |
Process Industries | 4 |
Health Technology | 3 |
Operativ
Corporate Officer/Principal | 60 |
Director/Board Member | 39 |
Undergraduate Degree | 33 |
Private Equity Investor | 21 |
Analyst-Equity | 17 |
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