![Steven Carlson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Steven Carlson
Vorsitzender bei ROADZEN, INC.
Vermögen: 154 497 $ am 31.05.2024
Ursprung des Netzwerks ersten Grades von Steven Carlson
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Lehman Brothers, Inc.
![]() Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues.
411
| Extinct | Investment Banks/Brokers | 411 |
University of Maryland
204
| College/University | Other Consumer Services | 204 |
Public Company | Packaged Software | 11 | |
Public Company | Packaged Software | 8 | |
South Street Securities LLC
![]() South Street Securities LLC Investment Banks/BrokersFinance South Street Securities LLC provides repo cash investment and repo security financing services. Its services include trade execution and financing and manage a matched repo portfolio. The company was founded by James M. Tabacchi in 2001 and is headquartered in New York, NY.
7
| Subsidiary | Investment Banks/Brokers | 7 |
Quantum Fintech Acquisition Corp.
![]() Quantum Fintech Acquisition Corp. Financial ConglomeratesFinance Quantum Fintech Acquisition Corp. is a blank check company, which engages in entering into a merger, share exchange, asset acquisition, stock purchase, recapitalization, reorganization, or other similar business combination with one or more businesses or entities. The company was founded on October 1, 2020 and is headquartered in Tampa, FL.
6
| Subsidiary | Financial Conglomerates | 6 |
Provident Group Ltd.
![]() Provident Group Ltd. Investment Banks/BrokersFinance Provident Group is a boutique investment banking and advisory firm founded in 1998 by Wall Street veterans, dedicated to servicing the middle markets within the Americas and other select emerging markets through the structuring and private placement of client transactions. Provident Group has a highly articulated global network of relationships with institutional investors with which it places its transaction flow, consisting primarily of large macro and emerging market hedge funds, private equity funds, pension funds and insurance companies. Provident Group's most valuable asset is it professional team, drawn from top buy and sell side Wall Street firms including Lehman Brothers, Salomon Brothers, Bear Stearns, JP Morgan and Deutsche Bank Capital Partners.
4
| Subsidiary | Investment Banks/Brokers | 4 |
StoneX Financial, Inc.
![]() StoneX Financial, Inc. Investment Banks/BrokersFinance StoneX Financial, Inc. (SFI) is a registered broker-dealer firm headquartered in Winter Park, Florida. The firm was founded in 1998 and formerly known as INTL FCStone Securities, Inc. and as INTL FCStone Financial, Inc. They are a subsidiary of StoneX Group, Inc. (NASDAQ: SNEX). SFI provides institutional clients with a complete suite of equity trading services to help them find liquidity with best execution and end-to-end clearing. The firm specializes in delivering speed, accuracy and execution quality to their customers in illiquid and complex markets.
3
| Subsidiary | Investment Banks/Brokers | 3 |
Public Company | Finance/Rental/Leasing | 3 | |
Pi Capital International LLC
![]() Pi Capital International LLC Investment ManagersFinance Pi Capital International LLC provides investment advice. The private company is based in New York, NY and has subsidiaries in South Korea. The company was founded by Steven J. Carlson.
2
| Private Company | Investment Managers | 2 |
Marco Polo Securities, Inc.
![]() Marco Polo Securities, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Marco Polo New World, Inc., Marco Polo Securities, Inc. operates as an agency broker in emerging markets. The company is based in New York, NY. Mathew J. McConnell has been the CEO of the company since 2020.
1
| Subsidiary | Miscellaneous Commercial Services | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Steven Carlson
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
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 Corporate Officer/Principal | |
Lehman Brothers Holdings, Inc.
![]() Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | 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 Corporate Officer/Principal | |
NexTrade Holdings, Inc.
![]() NexTrade Holdings, Inc. Investment Banks/BrokersFinance NexTrade Holdings, Inc. provides financial technology solutions for financial systems. It offers technology solutions for futures and commodities exchange, currency exchange, options trading and clearing systems. The firm provides services to various financial institutions, including online brokers, market makers, and traditional brokerage firms. The company was founded by John M. Schaible in 1995 and is headquartered in Clearwater, FL. | Investment Banks/Brokers | Founder General Counsel | |
SEARS HOLDINGS CORPORATION | Specialty Stores | Corporate Officer/Principal Director/Board Member | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
SHL HOLDINGS LTD. | Property/Casualty Insurance | Chairman Director/Board Member | |
Atlasbanc Holdings, Corp.
![]() Atlasbanc Holdings, Corp. Investment ManagersFinance Atlasbanc Holdings, Corp. provides investment management and investment services. Its services include prime banking, clearing and settlement, trading and execution and prime brokerage. The company is headquartered in Clearwater, FL. | Investment Managers | Chief Executive Officer President Founder Founder Chief Tech/Sci/R&D Officer | |
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 | Trading-Equity Corporate Officer/Principal Private Equity Investor | |
University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin | |
Stanford University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
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. | Investment Managers | Chairman Analyst-Equity | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree Graduate Degree | |
George Washington University | College/University | Graduate Degree Masters Business Admin Graduate Degree Graduate Degree | |
The Depository Trust & Clearing Corp.
![]() The Depository Trust & Clearing Corp. Investment ManagersFinance The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member | |
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 | Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity Market Strategist Analyst-Fixed Income President | |
South Street Securities Holdings, Inc.
![]() South Street Securities Holdings, Inc. Investment Banks/BrokersFinance South Street Securities Holdings, Inc. provides US treasury and agency repo financing to agency REITs, asset managers, banks, broker dealers and other capital market participants. It also provides other servicing, collateral management, technology, and administrative services for banks, broker dealers and other capital market participants. The company is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member | |
Atlas Fintech Holdings Corp.
![]() Atlas Fintech Holdings Corp. Finance/Rental/LeasingFinance Atlas Fintech Holdings Corp. engages in the provision of banking and financial services. It offers an array of services that enable institutions and individuals to manage and service financial assets in markets. The company was founded in 2015 and is headquartered in Oldsmar, FL. | Finance/Rental/Leasing | Chief Executive Officer Director/Board Member Director/Board Member Founder Chief Tech/Sci/R&D Officer | |
New York University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
AtlasClear, Inc.
![]() AtlasClear, Inc. Packaged SoftwareTechnology Services AtlasClear, Inc. engages in building a cutting-edge technology enabled financial services firm that would create a more efficient platform for trading, clearing, settlement, and banking of evolving, and innovative financial products with a focus on financial services firms. The company was founded on January 13, 2022 and is headquartered in Tampa, FL. | Packaged Software | Chief Executive Officer Corporate Officer/Principal Director/Board Member | |
Vahanna LLC | Director/Board Member Founder Chairman | ||
CONCORD ACQUISITION CORP | Financial Conglomerates | Chairman Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Nextrade, Inc.
![]() Nextrade, Inc. TextilesProcess Industries Nextrade, Inc. wholesales textiles and fabrics. The company is headquartered in Santa Fe Springs, CA | Textiles | Chief Executive Officer General Counsel | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Syncora Guarantee, Inc.
![]() Syncora Guarantee, Inc. Specialty InsuranceFinance Syncora Guarantee, Inc. provides guarantee US municipal bonds; asset-backed securities; debt backed by utilities and selected infrastructure projects; specialized risks, including future flow securitizations and bank deposit insurance; and collateralized debt obligations. The company is headquartered in New York, NY. | Specialty Insurance | Director/Board Member Director/Board Member | |
Loyola University Maryland, Inc. | College/University | Graduate Degree Masters Business Admin | |
University of Delhi | College/University | Undergraduate Degree Undergraduate Degree | |
Syncora Capital Assurance, Inc.
![]() Syncora Capital Assurance, Inc. Multi-Line InsuranceFinance Syncora Capital Assurance, Inc. engages in providing insurance services. The company is headquartered in New York, NY. | Multi-Line Insurance | Director/Board Member Director/Board Member | |
University of California, Berkeley | College/University | Corporate Officer/Principal Masters Business Admin | |
Credicom Consumer Finance Bank SA
![]() Credicom Consumer Finance Bank SA Finance/Rental/LeasingFinance Credicom Consumer Finance Bank SA provides consumer credit solutions services. It offers stock finance and rent a car services for companies and partners; and consumer loans, vehicles and yacht financing, house equipment and improvement financing, and personal loans for individuals and freelancers. The firm also provides factoring services, loyalty programs, long term car rentals, insurance services, and credit cards for partners, companies, individuals, and freelancers. The company was founded in September 2003 and is headquartered in Nea Smyrni, Greece. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
The Johns Hopkins University | College/University | Undergraduate Degree Masters Business Admin | |
Oppenheimer & Co., Inc. (Broker)
![]() Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Corporate Officer/Principal | |
Atlas Merchant Capital LLC
![]() Atlas Merchant Capital LLC Investment ManagersFinance Atlas Merchant Capital LLC (Atlas) is a private equity firm founded in 2013 by David Ira Schamis and Bob Diamond. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Chief Investment Officer | |
Stetson University College of Law | College/University | Graduate Degree Graduate Degree |
Statistik
International
Vereinigte Staaten | 44 |
Schweiz | 2 |
Bermuda | 2 |
Israel | 2 |
Indien | 2 |
Sektoral
Finance | 28 |
Consumer Services | 19 |
Retail Trade | 2 |
Technology Services | 2 |
Process Industries | 2 |
Operativ
Director/Board Member | 358 |
Corporate Officer/Principal | 185 |
Chairman | 106 |
Independent Dir/Board Member | 94 |
Undergraduate Degree | 80 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Bruce L. Crockett | 63 |
Ajay Shah | 49 |
Robert Diamond | 44 |
Robert Kamfar | 23 |
David Ira Schamis | 21 |
Robert Scully | 21 |
Diane Glossman | 21 |
Scott Aaron Kupor | 21 |
Larry Letow | 19 |
Jeffrey B. Lane | 17 |
Shai Schiller | 17 |
Jay Radtke | 17 |
Frank Puleo | 17 |
Michael Esposito | 16 |
Arnaud Massenet | 16 |
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