Karriereverlauf von William Patrick Robertson
Ehemalige bekannte Positionen von William Patrick Robertson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Analyst-Equity | 01.01.2023 | 01.05.2023 |
MKM Partners LLC
MKM Partners LLC Investment Banks/BrokersFinance MKM Partners LLC (MKM) is a premier institutional equity trading, sales, and research firm headquartered in Stamford, Connecticut. The firm was founded by Thomas G. Messina in 2002. They were acquired in 2023 by ROTH Capital Partners LLC, a subsidiary of CR Financial Holdings LLC. MKM provides timely, insightful, and actionable proprietary research to hedge funds, mutual funds, family offices, endowments, corporates, private equity, pension plans, RIAs, etc. The firm combines high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. They take a client-centric approach to the trading desk and utilize both a top-down and bottom-up approach. | Analyst-Equity | 01.11.2013 | 01.01.2023 |
FM Partners Holdings LLC
FM Partners Holdings LLC Investment Banks/BrokersFinance FM Partners Holdings LLC is a broker/dealer headquartered in New York City. The firm was formerly known as Lazard Capital Markets LLC.. They are a subsidiary of LFCM Holdings LLC. | Institutionelle Verkäufe | 20.06.2011 | 01.11.2013 |
WR Hambrecht + Co. LLC
WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals. | Analyst-Equity | 01.09.2005 | 01.08.2007 |
SoundView Technology Group | Corporate Officer/Principal | 01.01.1997 | 01.01.2004 |
Gartner U.K. Ltd.
Gartner U.K. Ltd. Investment ManagersFinance Part of Gartner, Inc., Gartner U.K. Ltd. is a British company that provides investment research. The company is based in Egham, UK. The company was founded in 1988 by Doug Cayne. | Corporate Officer/Principal | 01.01.1990 | 01.01.1997 |
Ausbildung von William Patrick Robertson
Columbia Business School | Masters Business Admin |
Rutgers University-New Brunswick | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Vereinigtes Königreich | 2 |
2 |
Operativ
Analyst-Equity | 3 |
Corporate Officer/Principal | 2 |
Institutional Sales | 1 |
Sektoral
Finance | 7 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 6 |
---|---|
MKM Partners LLC
MKM Partners LLC Investment Banks/BrokersFinance MKM Partners LLC (MKM) is a premier institutional equity trading, sales, and research firm headquartered in Stamford, Connecticut. The firm was founded by Thomas G. Messina in 2002. They were acquired in 2023 by ROTH Capital Partners LLC, a subsidiary of CR Financial Holdings LLC. MKM provides timely, insightful, and actionable proprietary research to hedge funds, mutual funds, family offices, endowments, corporates, private equity, pension plans, RIAs, etc. The firm combines high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. They take a client-centric approach to the trading desk and utilize both a top-down and bottom-up approach. | Finance |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Finance |
SoundView Technology Group | Finance |
Gartner U.K. Ltd.
Gartner U.K. Ltd. Investment ManagersFinance Part of Gartner, Inc., Gartner U.K. Ltd. is a British company that provides investment research. The company is based in Egham, UK. The company was founded in 1988 by Doug Cayne. | Finance |
FM Partners Holdings LLC
FM Partners Holdings LLC Investment Banks/BrokersFinance FM Partners Holdings LLC is a broker/dealer headquartered in New York City. The firm was formerly known as Lazard Capital Markets LLC.. They are a subsidiary of LFCM Holdings LLC. | Finance |
WR Hambrecht + Co. LLC
WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals. | Finance |