Seth D. Horwitz
Portfolio Manager-Aktien bei The Haverford Trust Co.
Ursprung des Netzwerks ersten Grades von Seth D. Horwitz
Einheit | Art der Einheit | Industrie | |
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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.
151
| College/University | Other Consumer Services | 151 |
Syracuse University
111
| College/University | Other Consumer Services | 111 |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.
27
| Subsidiary | Investment Managers | 27 |
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.
20
| Subsidiary | Investment Managers | 20 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Seth D. Horwitz
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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NCR VOYIX CORPORATION | Electronic Equipment/Instruments | Corporate Officer/Principal | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Masters Business Admin | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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-Fixed Income 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 | Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Net2Phone, Inc.
Net2Phone, Inc. Specialty TelecommunicationsCommunications Net2Phone, Inc. engages in the provision of voice-enhanced internet communications services. It offers business messaging, international calling, additional offerings, api integration, analytics, call blocking, call recording, chrome extension, company directory, live chat, mobile app, net2phojne portal, on hold options, ring groups, web calling, and voicemail options. The company was founded in 1996 and is headquartered in Newark, NJ. | Specialty Telecommunications | Corporate Officer/Principal | |
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
PricewaterhouseCoopers Corporate Finance LLC
PricewaterhouseCoopers Corporate Finance LLC Investment ManagersFinance PricewaterhouseCoopers Corporate Finance LLC provides financial advisory services. The company is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
George Washington University | College/University | Graduate Degree Graduate Degree | |
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 Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
Ambac Assurance Corp.
Ambac Assurance Corp. Insurance Brokers/ServicesFinance Ambac Assurance Corp. engages in the provision of public and structured finance obligations. It offers insurance services including underwriting, legal, financial services, and risk management. The company is headquartered in New York, NY. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Investment Committee Member Portfolio Manager-Equities Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
New York University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
CLSA Americas LLC
CLSA Americas LLC Investment Banks/BrokersFinance CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Pennsylvania Academy of the Fine Arts
Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Pennsylvania Academy of the Fine Arts operates as a fine arts school and a museum. The firm offers fine arts education, such as painting, drawing, printmaking, and sculpture. It also archives house materials for the study of American art history, museums, and art training. The company was founded in 1805 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
Armor Capital Management LLC
Armor Capital Management LLC Investment ManagersFinance Founded in 1998, Armor Capital Management LLC is a hedge fund company located in New York City. | Investment Managers | Corporate Officer/Principal Founder | |
St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree | |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Babson College | College/University | Undergraduate Degree Masters Business Admin | |
Suffolk University | College/University | Masters Business Admin Graduate Degree | |
Pace University | College/University | Masters Business Admin Masters Business Admin | |
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 Masters Business Admin | |
Valor Capital Group LLC
Valor Capital Group LLC Investment ManagersFinance Valor Capital Group LLC (Valor Capital Group) is a venture capital firm founded in 2011 by Scott Sobel and Clifford Sober. The firm is headquartered in New York with an additional office in Brazil. | Investment Managers | Founder | |
Digital Media Solutions LLC
Digital Media Solutions LLC Miscellaneous Commercial ServicesCommercial Services Digital Media Solutions LLC provides brand and marketplace solutions to connect consumers and advertisers. Its solutions include DMS marketplace solutions, DMS brand-direct, digital performance marketing, performance-based customer acquisition solutions, digital distribution, and direct accountability for marketing spend. The company was founded by Fernando Borghese, Joseph L. Marinucci, Luis A. Ruelas, David Shteif, and Matthew Goodman in 2012 and is headquartered in Clearwater, FL. | Miscellaneous Commercial Services | Founder | |
DIGITAL MEDIA SOLUTIONS, INC. | Miscellaneous Commercial Services | Founder | |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Investment Banks/Brokers | Corporate Officer/Principal | |
Motorola Corp. | Corporate Officer/Principal | ||
TB I Holdings Ltd.
TB I Holdings Ltd. Financial ConglomeratesFinance TB I Holdings Ltd. is an investment holding Caymanian company founded in 2020. The private company is based in George Town, Cayman Islands. | Financial Conglomerates | Director/Board Member | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Playworks Education Energized
Playworks Education Energized Miscellaneous Commercial ServicesCommercial Services Playworks Education Energized operates as a nonprofit organization. Its services include onsite coaching, consultative support, staff training and online learning. It partners with elementary schools, districts, and after-school programs to integrate physical activity and social-emotional learning skill-building during recess.The company was founded by Jill Vialet in 1996 and is headquartered in Oakland, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Back on My Feet
Back on My Feet Services to the Health IndustryHealth Services Back on My Feet is a national non-profit organization that operates in 17 cities across the United States. The American company's mission is to combat homelessness through the power of fitness, community support, and essential employment and housing resources. The non-profit company works with more than 75 organizations nationwide to provide these resources for their members. Back on My Feet also partners with workforce development partners to provide necessary training and certifications to build skill sets and open up new opportunities for their members. The company has a playlist of 11 videos showcasing their work in transforming lives one mile at a time. | Services to the Health Industry | Corporate Officer/Principal | |
Interactive Marketing Solutions, Inc.
Interactive Marketing Solutions, Inc. Advertising/Marketing ServicesCommercial Services Interactive Marketing Solutions, Inc. provides marketing and advertising services. The private company is based in New York, NY. The company was founded by Luis A. Ruelas, Joseph L. Marinucci. | Advertising/Marketing Services | Chief Tech/Sci/R&D Officer | |
VALOR LATITUDE ACQUISITION CORP. | Financial Conglomerates | Director/Board Member |
Statistik
International
Vereinigte Staaten | 47 |
Cayman Islands | 3 |
Sektoral
Finance | 26 |
Consumer Services | 15 |
Commercial Services | 6 |
Electronic Technology | 2 |
Communications | 2 |
Operativ
Corporate Officer/Principal | 140 |
Director/Board Member | 95 |
Undergraduate Degree | 95 |
Analyst-Equity | 58 |
Portfolio Manager-Equities | 52 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Donald Caldwell | 38 |
Michael Baran | 14 |
Alexander Matina | 14 |
Craig Maurer | 12 |
Justin Reich | 11 |
Lukas Winkler | 11 |
Scott Philip Sobel | 11 |
Joe McLaughlin | 11 |
Jeff Bagley | 11 |
Halie W. O'Shea | 10 |
Larry Gilbert Graev | 10 |
Tom Lynch | 10 |
Sergey L. Dubin | 9 |
Maxine A. Cuffe | 8 |
David Bellinger | 8 |
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- Seth D. Horwitz
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