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Scott James Duba
Chief Investment Officer bei Prime Capital Investment Advisors LLC
Ursprung des Netzwerks ersten Grades von Scott James Duba
Einheit | Art der Einheit | Industrie | |
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University of Notre Dame
257
| College/University | Other Consumer Services | 257 |
The University of Chicago
241
| College/University | Other Consumer Services | 241 |
Neuberger Berman BD LLC
![]() Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.
180
| Subsidiary | Investment Managers | 180 |
Prime Capital Investment Advisors LLC
![]() Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals.
5
| Holding Company | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Scott James Duba
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Neuberger Berman Investment Advisers LLC
![]() Neuberger Berman Investment Advisers LLC Investment ManagersFinance Neuberger Berman Investment Advisers, Inc. (NBIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted their present name in 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income | |
New York University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Boston University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree | |
Liberty Wealth Advisors LLC
![]() Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree 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 Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree | |
Brooklyn Law School | College/University | Graduate Degree Graduate Degree | |
Ernst & Young Capital Advisors LLC
![]() Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Institutional Sales Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Fixed Income | |
City University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Michigan State University | College/University | Undergraduate Degree 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 | Masters Business Admin Graduate Degree | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Fixed Income | |
LB Hercules Holdings LLC
![]() LB Hercules Holdings LLC Investment ManagersFinance LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY. | Investment Managers | Chairman Director/Board Member | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Chairman Corporate Officer/Principal | |
Goizueta Business School-Emory | College/University | Undergraduate Degree Masters Business Admin | |
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 | Analyst-Equity Private Equity Analyst | |
Ernst & Young LLP (Missouri)
![]() Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Fitch Ratings, Inc.
![]() Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
KPMG, Inc.
![]() KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
PAAMCO Prisma LLC
![]() PAAMCO Prisma LLC Investment ManagersFinance PAAMCO Prisma LLC is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Newport Beach, California. The firm was founded in 2000 as Pacific Alternative Asset Management Co. LLC. They are a wholly-owned subsidiary of PAAMCO Prisma Holdings LLC, a holding company owned by Pholdings LLC. PAAMCO Prisma provides investment management and advisory services to clients that are generally organized as Funds and to separately managed accounts established for institutional investors. With limited exception, interests in client vehicles are generally only available to institutional investors and certain high net-worth investors. | Investment Managers | Portfolio Manager-Fixed Income | |
Resilience Capital Partners LLC
![]() Resilience Capital Partners LLC Investment ManagersFinance Resilience Capital Partners LLC (Resilience Capital) is a private equity firm founded in 2001 by Bassem A. Mansour and Steven H. Rosen. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Private Equity Analyst | |
Court Square Capital Partners
![]() Court Square Capital Partners Investment ManagersFinance Court Square Capital Partners LP (Court Square Capital Partners) is a private equity firm founded in 1968. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Great Gray Trust Co. LLC
![]() Great Gray Trust Co. LLC Investment Trusts/Mutual FundsMiscellaneous Great Gray Trust Co. LLC is a provider of collective investment trusts that pool assets from qualified investors into a single investment portfolio or fund. Great Gray Trust Co. is based in Las Vegas, NV. The company is committed to expanding and evolving in the retirement space, with a focus on designing and implementing dynamic, value-driven solutions for clients and participants. | Investment Trusts/Mutual Funds | Director/Board Member | |
Queens College | College/University | Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin | |
Complete Innovations, Inc.
![]() Complete Innovations, Inc. Aerospace & DefenseElectronic Technology Complete Innovations, Inc. provides mission critical fleet, asset and mobile workforce management solutions. Its products include fleet tracker, asset tracker, electronic logging device, task tracker and dispatch. The company was founded by Tony Lourakis and Andrew Merisanu in 1998 and is headquartered in Toronto, Canada. | Aerospace & Defense | Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin | |
Knights of Columbus, Inc.
![]() Knights of Columbus, Inc. Investment Trusts/Mutual FundsMiscellaneous Knights of Columbus provides educational, charitable, religious, social welfare, war relief and public relief works. It offers Christian refugee relief fund, disaster relief, ultra sound initiative, and coats for kids. The company was founded by Michael J. McGivney on February 6, 1882 and is headquartered in New Haven, CT. | Investment Trusts/Mutual Funds | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 47 |
Kanada | 3 |
Israel | 2 |
Frankreich | 2 |
Sektoral
Consumer Services | 24 |
Finance | 22 |
Commercial Services | 4 |
Miscellaneous | 3 |
Electronic Technology | 2 |
Operativ
Corporate Officer/Principal | 117 |
Undergraduate Degree | 92 |
Portfolio Manager-Equities | 80 |
Analyst-Equity | 78 |
Masters Business Admin | 51 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Jeffrey B. Lane | 17 |
Saurin Dinesh Shah | 14 |
Jared White | 14 |
Robert Fredrick Biolchini | 11 |
Justin Kern | 10 |
Nate Bard | 10 |
Matthew McAviney | 9 |
Rick Bradt | 9 |
David Graham | 8 |
Eli Mark Salzmann | 8 |
David Sutherland | 8 |
Greg Spiegel | 8 |
Gale Wilkinson | 8 |
Richard A. Meckler | 7 |
Roger Bruce Palley | 7 |
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