Steven Alexson
Geschäftsführer bei Surlamer Investments LLC
Ursprung des Netzwerks ersten Grades von Steven Alexson
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
247
| Operating Division | Investment Banks/Brokers | 247 |
University of California, Santa Barbara
172
| College/University | Other Consumer Services | 172 |
Paul Merage School of Business
5
| College/University | Other Consumer Services | 5 |
Alpha Cubed Investments LLC
 Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds).
4
| Private Company | Investment Managers | 4 |
Surlamer Investments LLC
 Surlamer Investments LLC Investment ManagersFinance Surlamer Investments LLC (Surlamer) is a private wealth management firm headquartered in Newport Beach, California. The firm was founded by Dr. Fariborz Maseeh. Surlamer provides investment advice to high net worth clients.
1
| Private Company | Investment Managers | 1 |
Paulson Investment Co. LLC
 Paulson Investment Co. LLC Investment ManagersFinance Paulson Investment Co. LLC Operates as a secondary financial vehicle. It specializes in private placements and investment banking. The company was founded by Jacqueline M. Paulson in 1970 and is headquartered in Portland, OR.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Steven Alexson
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| New York University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Director of Research - Equity | |
| USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin 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 | Director of Research - Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity | |
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Graduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Syracuse University | College/University | Undergraduate Degree Graduate Degree | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Doctorate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Graduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Archview Investment Group LP
 Archview Investment Group LP Investment ManagersFinance Archview Investment Group LP is an independent hedge fund management firm headquartered in Stamford, Connecticut. It was founded by John Humphrey and Jeffrey Jacob in 2008. The firm provides investment advice to high net worth individuals, trusts, estates, charitable organizations, corporations, limited partnerships, limited liability companies and pension funds. | Investment Managers | Founder Analyst-Fixed Income | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin | |
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 | |
| The University of Chicago Booth School of Business | College/University | Doctorate Degree Masters Business Admin | |
| BOEING | Aerospace & Defense | Corporate Officer/Principal | |
Postal Io, Inc.
 Postal Io, Inc. Advertising/Marketing ServicesCommercial Services Postal Io, Inc. engages in the provision of sales and marketing platform. The company was founded by Erik Kostelnik and Jed Danner and is headquartered in San Luis Obispo, CA. | Advertising/Marketing Services | Director/Board Member | |
| LOGMEIN, INC. | Packaged Software | Sales & Marketing | |
JPMorgan Ventures Energy Corp.
 JPMorgan Ventures Energy Corp. Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Ventures Energy Corp. is a financial services company that provides solutions to corporations, governments, and institutions. The company is based in New York, NY. JPMorgan Ventures Energy offers a commercial card program to help employees spend less time on expense data processing. Additionally, the company hosts an annual Technology, Media and Communications Conference for investors in those industries. The company's expertise in financial services is reflected in its ability to provide forecasts for stocks, commodities, currencies, and emerging markets. | Investment Managers | Corporate Officer/Principal | |
Formagrid, Inc.
 Formagrid, Inc. Packaged SoftwareTechnology Services Formagrid, Inc. provides an online tool for managing and manipulating data. The firm offers Airtable, an organizational tool that makes make data more accessible on mobile devices, by combining spreadsheets with relational databases. It give users access to information when and where they need it, by making it available both on the web and via mobile app. The company was founded by Howie Liu, Emmett Nicholas, and Andrew Ofstad in 2013 and is headquartered San Francisco, CA. | Packaged Software | Corporate Officer/Principal | |
| Hofstra University | College/University | Undergraduate Degree | |
PRIMECAP Management Co.
 PRIMECAP Management Co. Investment ManagersFinance PRIMECAP Management Co. (PRIMECAP) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1983 by Theofanis Kolokotrones and Mitchell Milias. PRIMECAP manages US-focused equity portfolios for a limited number of institutions and mutual funds for the Vanguard Group and the PRIMECAP Odyssey Funds. | Investment Managers | Trading-Equity | |
Accel Partners LLC
 Accel Partners LLC Investment ManagersFinance Accel Partners LLC is a venture capital firm founded in 1987 by Jim Swartz and Arthur Patterson. The firm is headquartered in California, the US. | Investment Managers | Private Equity Investor | |
Orchestra Platform Ltd.
 Orchestra Platform Ltd. Information Technology ServicesTechnology Services Part of N-able, Inc., Orchestra Platform Ltd. is an Irish company that provides an equity ownership platform to connect companies with their investors and employees. The company is based in Dublin, Ireland. Orchestra Platform offers tools to manage share registers, ESOPs, and investor communications, as well as engage and retain key employees. The company also provides a guide on ESOPs and an overview of what New Zealand and Australian companies need to cover for their share registers. Orchestra Platform was acquired by Engine Yard, Inc., part of N-able, Inc. from April 25, 2017. | Information Technology Services | Consultant / Advisor | |
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 | Trading-Equity | |
| Appalachian State University | College/University | Undergraduate Degree | |
| Denison University | College/University | Undergraduate Degree | |
| The University of North Carolina at Asheville | College/University | Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree | |
| Copley Real Estate Advisors | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 48 |
| Frankreich | 2 |
| Kanada | 2 |
| Irland | 2 |
Sektoral
| Consumer Services | 25 |
| Finance | 18 |
| Technology Services | 5 |
| Commercial Services | 4 |
| Electronic Technology | 2 |
Operativ
| Corporate Officer/Principal | 120 |
| Analyst-Equity | 96 |
| Undergraduate Degree | 80 |
| Founder | 32 |
| Masters Business Admin | 31 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Jonathan Siegel | 17 |
| Ashley Newsom Giesler | 16 |
| Caroline Y. Stewart | 16 |
| Charles Boorady | 14 |
| Howard Scott Goldberg | 11 |
| Roger Kjensrud | 11 |
| Fabian E. Schonholz | 10 |
| Jesse T. Herrick | 9 |
| Daniel Moon | 9 |
| Nick Swinmurn | 9 |
| Jeffrey Shealy | 8 |
| Glenn R. Garmont | 8 |
| Gregory Owens | 7 |
| Zeke Anurag Diwan | 7 |
| Linda K. Moses | 7 |
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